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 2022 | $124,000 | -10.1% | 2,787 | -3.8% | 0.03% | -8.1% |
| Q2 2022 | $138,000 | -18.8% | 2,896 | +0.0% | 0.04% | -7.5% |
| Q1 2022 | $170,000 | -11.0% | 2,895 | 0.0% | 0.04% | -9.1% |
| Q4 2021 | $191,000 | +5.5% | 2,895 | +0.1% | 0.04% | -4.3% |
| Q3 2021 | $181,000 | -1.1% | 2,893 | 0.0% | 0.05% | -2.1% |
| Q2 2021 | $183,000 | +7.0% | 2,893 | +0.0% | 0.05% | -2.1% |
| Q1 2021 | $171,000 | +3.0% | 2,892 | 0.0% | 0.05% | -4.0% |
| Q4 2020 | $166,000 | +18.6% | 2,892 | +0.1% | 0.05% | +2.0% |
| Q3 2020 | $140,000 | +8.5% | 2,890 | 0.0% | 0.05% | +2.1% |
| Q2 2020 | $129,000 | +31.6% | 2,890 | +0.0% | 0.05% | +2.1% |
| Q1 2020 | $98,000 | -21.0% | 2,889 | 0.0% | 0.05% | +14.6% |
| Q4 2019 | $124,000 | -3.1% | 2,889 | -14.0% | 0.04% | -10.9% |
| Q3 2019 | $128,000 | -2.3% | 3,361 | 0.0% | 0.05% | -6.1% |
| Q2 2019 | $131,000 | – | 3,361 | – | 0.05% | – |
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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% |