ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 218 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,116,889 | -0.5% | 59,144 | -10.6% | 1.12% | +1.3% |
| Q4 2022 | $3,132,582 | -37.4% | 66,172 | -41.1% | 1.11% | -38.6% |
| Q3 2022 | $5,005,000 | +99.4% | 112,289 | +164.1% | 1.81% | +232.0% |
| Q1 2022 | $2,510,000 | -26.0% | 42,511 | -17.3% | 0.54% | -5.2% |
| Q4 2021 | $3,394,000 | -64.9% | 51,373 | -79.5% | 0.57% | -49.3% |
| Q2 2019 | $9,672,000 | -3.9% | 250,773 | -5.2% | 1.13% | +13.1% |
| Q1 2019 | $10,060,000 | -64.8% | 264,588 | -69.2% | 1.00% | -61.0% |
| Q4 2018 | $28,592,000 | +96.2% | 859,137 | +128.3% | 2.57% | +125.9% |
| Q3 2018 | $14,574,000 | -29.6% | 376,387 | -34.2% | 1.14% | -33.5% |
| Q2 2018 | $20,708,000 | +102.7% | 571,615 | +103.6% | 1.71% | +93.1% |
| Q1 2018 | $10,215,000 | -47.0% | 280,785 | -48.4% | 0.89% | -39.3% |
| Q4 2017 | $19,270,000 | – | 543,749 | – | 1.46% | – |
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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% |