ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 128 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $9,000 | -10.0% | 146 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | +11.1% | 146 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | +12.5% | 146 | 0.0% | 0.00% | +100.0% |
| Q4 2020 | $8,000 | +14.3% | 146 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | +16.7% | 146 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 146 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -16.7% | 146 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | -90.9% | 146 | -91.9% | 0.00% | -93.3% |
| Q2 2019 | $66,000 | +88.6% | 1,811 | +94.5% | 0.02% | +114.3% |
| Q1 2019 | $35,000 | -51.4% | 931 | -56.9% | 0.01% | -56.2% |
| Q4 2018 | $72,000 | -13.3% | 2,162 | 0.0% | 0.02% | -5.9% |
| Q3 2018 | $83,000 | +27.7% | 2,162 | +19.4% | 0.02% | +21.4% |
| Q2 2018 | $65,000 | +25.0% | 1,811 | +27.1% | 0.01% | +16.7% |
| Q1 2018 | $52,000 | -3.7% | 1,425 | -28.8% | 0.01% | -7.7% |
| Q4 2017 | $54,000 | – | 2,000 | – | 0.01% | – |
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% |