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 | $79,114 | -18.6% | 1,547 | -11.4% | 0.00% | -20.0% |
Q2 2023 | $97,133 | +11.4% | 1,747 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $87,210 | +0.2% | 1,747 | -5.0% | 0.01% | -16.7% |
Q4 2022 | $87,051 | +0.1% | 1,839 | 0.0% | 0.01% | -14.3% |
Q3 2022 | $87,000 | -1.1% | 1,839 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $88,000 | -3.3% | 1,839 | +0.1% | 0.01% | 0.0% |
Q1 2022 | $91,000 | -53.3% | 1,838 | -40.9% | 0.01% | -63.2% |
Q3 2021 | $195,000 | +2.1% | 3,112 | +3.3% | 0.02% | -5.0% |
Q2 2021 | $191,000 | +10.4% | 3,012 | +3.3% | 0.02% | 0.0% |
Q1 2021 | $173,000 | -7.0% | 2,917 | -10.2% | 0.02% | -13.0% |
Q4 2020 | $186,000 | +17.7% | 3,249 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $158,000 | +12.9% | 3,249 | +3.2% | 0.02% | +4.5% |
Q2 2020 | $140,000 | +25.0% | 3,149 | 0.0% | 0.02% | +4.8% |
Q1 2020 | $112,000 | -17.0% | 3,149 | 0.0% | 0.02% | 0.0% |
Q4 2019 | $135,000 | +10.7% | 3,149 | 0.0% | 0.02% | +5.0% |
Q3 2019 | $122,000 | -37.4% | 3,149 | -37.8% | 0.02% | -45.9% |
Q2 2019 | $195,000 | +3800.0% | 5,066 | +3255.0% | 0.04% | +1750.0% |
Q3 2017 | $5,000 | 0.0% | 151 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $5,000 | +25.0% | 151 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $4,000 | – | 151 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Retirement Planning Group, LLC | 1,700,082 | $106,663,000 | 12.13% |
H&H Retirement Design & Management INC | 174,761 | $10,858,000 | 6.68% |
Concord Wealth Partners | 248,720 | $15,605,000 | 6.39% |
New England Private Wealth Advisors LLC | 490,247 | $30,768,000 | 5.74% |
Corrigan Financial, Inc. | 270,467 | $16,969,078 | 5.19% |
VAUGHAN & Co SECURITIES, INC. | 109,830 | $6,891,000 | 5.15% |
Beaumont Asset Management, L.L.C. | 107,884 | $6,768,000 | 5.04% |
Financial Engines Advisors L.L.C. | 27,147,445 | $1,703,230,000 | 5.03% |
AlphaCore Capital LLC | 124,139 | $7,788,000 | 3.95% |
HBK Sorce Advisory LLC | 892,416 | $55,990,000 | 3.09% |