ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 127 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 1,488,684 | $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% |