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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $204,000 | -20.6% | 4,266 | -2.2% | 0.10% | -3.7% |
| Q1 2022 | $257,000 | -10.1% | 4,361 | +0.8% | 0.11% | -9.2% |
| Q4 2021 | $286,000 | +16.3% | 4,326 | +10.2% | 0.12% | +2.6% |
| Q3 2021 | $246,000 | -0.8% | 3,927 | 0.0% | 0.12% | -0.8% |
| Q2 2021 | $248,000 | +8.3% | 3,927 | +1.6% | 0.12% | -5.6% |
| Q1 2021 | $229,000 | +10.6% | 3,864 | -33.5% | 0.12% | -39.9% |
| Q1 2020 | $207,000 | -46.4% | 5,810 | -35.6% | 0.21% | -35.0% |
| Q4 2019 | $386,000 | -5.4% | 9,022 | -14.6% | 0.32% | -20.0% |
| Q3 2019 | $408,000 | -13.4% | 10,565 | -13.5% | 0.40% | -12.9% |
| Q2 2019 | $471,000 | +13.8% | 12,219 | +12.1% | 0.46% | +6.2% |
| Q1 2019 | $414,000 | +28.2% | 10,896 | +12.2% | 0.43% | +8.0% |
| Q4 2018 | $323,000 | – | 9,710 | – | 0.40% | – |
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% |