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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,264,584 | +2.8% | 119,988 | +9.5% | 0.41% | -4.4% |
| Q2 2023 | $6,091,491 | +43.6% | 109,559 | +36.1% | 0.43% | +32.1% |
| Q1 2023 | $4,243,079 | +18.8% | 80,513 | +6.7% | 0.33% | +9.7% |
| Q4 2022 | $3,571,036 | +7.1% | 75,433 | +0.9% | 0.30% | -15.1% |
| Q3 2022 | $3,333,000 | +26.8% | 74,777 | +36.3% | 0.35% | +47.5% |
| Q2 2022 | $2,629,000 | +41.4% | 54,852 | +74.2% | 0.24% | +57.6% |
| Q1 2022 | $1,859,000 | +308.6% | 31,483 | +356.9% | 0.15% | +357.6% |
| Q4 2021 | $455,000 | +77.0% | 6,891 | +68.5% | 0.03% | +50.0% |
| Q3 2021 | $257,000 | +6325.0% | 4,089 | +3550.9% | 0.02% | +633.3% |
| Q1 2020 | $4,000 | – | 112 | – | 0.00% | – |
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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% |