ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 73 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $471,251 | +41.7% | 9,026 | +50.9% | 0.01% | +25.0% |
| Q2 2023 | $332,492 | +31.1% | 5,980 | +24.3% | 0.01% | +14.3% |
| Q1 2023 | $253,612 | -42.1% | 4,812 | -48.0% | 0.01% | -36.4% |
| Q4 2022 | $438,202 | -22.4% | 9,256 | -27.0% | 0.01% | -31.2% |
| Q3 2022 | $565,000 | -20.6% | 12,671 | -14.7% | 0.02% | -11.1% |
| Q2 2022 | $712,000 | -26.4% | 14,862 | -9.4% | 0.02% | -18.2% |
| Q1 2022 | $968,000 | +101.7% | 16,398 | +125.6% | 0.02% | +100.0% |
| Q4 2021 | $480,000 | +6.0% | 7,270 | +0.8% | 0.01% | -8.3% |
| Q3 2021 | $453,000 | -0.7% | 7,215 | 0.0% | 0.01% | +9.1% |
| Q2 2021 | $456,000 | +8.8% | 7,215 | +2.0% | 0.01% | -8.3% |
| Q1 2021 | $419,000 | +16.4% | 7,076 | +12.4% | 0.01% | +9.1% |
| Q4 2020 | $360,000 | +40.6% | 6,297 | +19.3% | 0.01% | +37.5% |
| Q3 2020 | $256,000 | +6.2% | 5,279 | -2.3% | 0.01% | -11.1% |
| Q2 2020 | $241,000 | -14.2% | 5,405 | -31.5% | 0.01% | -30.8% |
| Q1 2020 | $281,000 | -19.9% | 7,885 | -4.1% | 0.01% | -7.1% |
| Q4 2019 | $351,000 | +237.5% | 8,218 | +205.6% | 0.01% | +180.0% |
| Q3 2018 | $104,000 | +18.2% | 2,689 | +11.5% | 0.01% | +25.0% |
| Q1 2018 | $88,000 | +3.5% | 2,411 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $85,000 | – | 2,411 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Planning Group, LLC | 1,488,684 | $88,160,000 | 12.14% |
| H&H Retirement Design & Management INC | 177,657 | $10,917,000 | 6.56% |
| Beaumont Asset Management, L.L.C. | 107,890 | $6,389,000 | 5.36% |
| Corrigan Financial, Inc. | 250,779 | $14,851,135 | 4.96% |
| Financial Engines Advisors L.L.C. | 26,228,361 | $1,553,244,000 | 4.85% |
| AlphaCore Capital LLC | 114,068 | $6,755,000 | 4.52% |
| TOBIAS FINANCIAL ADVISORS, INC. | 179,167 | $10,610,000 | 4.50% |
| Concord Wealth Partners | 224,790 | $13,312,000 | 4.48% |
| New England Private Wealth Advisors LLC | 391,448 | $23,184,000 | 4.00% |
| Essex Private Wealth Management, LLC | 45,161 | $2,674,000 | 2.55% |