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 | $683,554 | +19.6% | 13,092 | +27.4% | 0.46% | +25.3% |
| Q2 2023 | $571,590 | +5.5% | 10,280 | +0.0% | 0.37% | +1.1% |
| Q1 2023 | $541,540 | +9.7% | 10,276 | -1.4% | 0.36% | +7.4% |
| Q4 2022 | $493,562 | +6.4% | 10,426 | +0.0% | 0.34% | +2.4% |
| Q3 2022 | $464,000 | -7.0% | 10,421 | 0.0% | 0.33% | +9.3% |
| Q2 2022 | $499,000 | -20.0% | 10,421 | -1.4% | 0.30% | -1.0% |
| Q1 2022 | $624,000 | -5.3% | 10,564 | +6.0% | 0.30% | +3.7% |
| Q4 2021 | $659,000 | +4.9% | 9,967 | -0.5% | 0.29% | +2.8% |
| Q3 2021 | $628,000 | +20.8% | 10,017 | +21.9% | 0.29% | +26.0% |
| Q2 2021 | $520,000 | +7.0% | 8,215 | +0.1% | 0.23% | +2.7% |
| Q1 2021 | $486,000 | +8.0% | 8,208 | +4.4% | 0.22% | -14.7% |
| Q4 2020 | $450,000 | +6.6% | 7,863 | -9.6% | 0.26% | -5.5% |
| Q3 2020 | $422,000 | +11.9% | 8,694 | +2.7% | 0.27% | +5.8% |
| Q2 2020 | $377,000 | +25.2% | 8,465 | +0.1% | 0.26% | +5.7% |
| Q1 2020 | $301,000 | -15.4% | 8,454 | +1.6% | 0.24% | +8.9% |
| Q4 2019 | $356,000 | +11.9% | 8,317 | +1.1% | 0.22% | -0.9% |
| Q3 2019 | $318,000 | +28.2% | 8,223 | +27.8% | 0.23% | +26.1% |
| Q2 2019 | $248,000 | – | 6,435 | – | 0.18% | – |
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% |