ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 61 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $104,473 | -43.7% | 2,001 | -50.0% | 0.01% | +25.0% |
| Q2 2023 | $185,592 | +143.6% | 4,002 | +95.1% | 0.00% | +33.3% |
| Q1 2023 | $76,195 | +45525.7% | 2,051 | -53.9% | 0.00% | -25.0% |
| Q4 2022 | $167 | -99.9% | 4,453 | -14.8% | 0.00% | -20.0% |
| Q3 2022 | $196,000 | +4.3% | 5,227 | +4.1% | 0.01% | -16.7% |
| Q2 2022 | $188,000 | -39.4% | 5,022 | -39.3% | 0.01% | +50.0% |
| Q1 2022 | $310,000 | -18.0% | 8,274 | +43.7% | 0.00% | -42.9% |
| Q4 2021 | $378,000 | -8.3% | 5,758 | -12.1% | 0.01% | -12.5% |
| Q3 2021 | $412,000 | -6.4% | 6,553 | -5.4% | 0.01% | -11.1% |
| Q2 2021 | $440,000 | -6.8% | 6,929 | -13.3% | 0.01% | 0.0% |
| Q1 2021 | $472,000 | +3.1% | 7,995 | -1.3% | 0.01% | -52.6% |
| Q4 2020 | $458,000 | +7.0% | 8,100 | -6.9% | 0.02% | -26.9% |
| Q3 2020 | $428,000 | +15.7% | 8,700 | +3.0% | 0.03% | -10.3% |
| Q2 2020 | $370,000 | +43.4% | 8,446 | +17.8% | 0.03% | +11.5% |
| Q1 2020 | $258,000 | -29.7% | 7,167 | -15.2% | 0.03% | -7.1% |
| Q4 2019 | $367,000 | +54.2% | 8,455 | +35.6% | 0.03% | +75.0% |
| Q3 2019 | $238,000 | -25.9% | 6,236 | -27.2% | 0.02% | -63.6% |
| Q1 2019 | $321,000 | -65.4% | 8,570 | -69.5% | 0.04% | -22.8% |
| Q4 2018 | $928,000 | -7.4% | 28,115 | +8.6% | 0.06% | +39.0% |
| Q3 2018 | $1,002,000 | +29.1% | 25,889 | +20.8% | 0.04% | +24.2% |
| Q2 2018 | $776,000 | +30.0% | 21,429 | +27.3% | 0.03% | +22.2% |
| Q1 2018 | $597,000 | 0.0% | 16,837 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $597,000 | +6.6% | 16,837 | +3.2% | 0.03% | +22.7% |
| Q3 2017 | $560,000 | +13.6% | 16,318 | +5.2% | 0.02% | +4.8% |
| Q2 2017 | $493,000 | -4.5% | 15,516 | -10.6% | 0.02% | -4.5% |
| Q1 2017 | $516,000 | +1564.5% | 17,359 | +1406.9% | 0.02% | +2100.0% |
| Q4 2016 | $31,000 | +55.0% | 1,152 | +53.6% | 0.00% | 0.0% |
| Q3 2016 | $20,000 | -53.5% | 750 | -57.1% | 0.00% | -50.0% |
| Q2 2016 | $43,000 | -86.6% | 1,750 | -79.6% | 0.00% | -95.5% |
| Q1 2016 | $321,000 | +646.5% | 8,570 | +389.7% | 0.04% | +1366.7% |
| Q4 2015 | $43,000 | – | 1,750 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Planning Group, LLC | 1,506,041 | $86,206,000 | 12.49% |
| Beaumont Asset Management, L.L.C. | 106,090 | $6,072,000 | 5.47% |
| Financial Engines Advisors L.L.C. | 27,270,716 | $1,561,268,000 | 5.32% |
| TOBIAS FINANCIAL ADVISORS, INC. | 193,153 | $11,056,000 | 5.06% |
| New England Private Wealth Advisors LLC | 333,573 | $19,090,000 | 4.19% |
| Essex Private Wealth Management, LLC | 48,814 | $2,794,000 | 2.73% |
| CFS Investment Advisory Services, LLC | 226,166 | $12,946,000 | 2.06% |
| AlphaCore Capital LLC | 37,668 | $2,156,000 | 1.61% |
| REDW Wealth LLC | 73,185 | $4,189,000 | 1.55% |
| ASSET MANAGEMENT CORP /IL/ /ADV | 45,743 | $2,710,000 | 1.51% |