ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 213 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $263,521 | -6.1% | 5,047 | 0.0% | 0.04% | -4.5% |
Q2 2023 | $280,632 | +5.7% | 5,047 | +0.1% | 0.04% | +2.3% |
Q1 2023 | $265,598 | +11.3% | 5,040 | 0.0% | 0.04% | +7.5% |
Q4 2022 | $238,584 | +6.5% | 5,040 | +0.2% | 0.04% | +2.6% |
Q3 2022 | $224,000 | -7.1% | 5,031 | 0.0% | 0.04% | -39.1% |
Q2 2022 | $241,000 | -18.6% | 5,031 | +0.3% | 0.06% | +56.1% |
Q1 2022 | $296,000 | -10.6% | 5,017 | 0.0% | 0.04% | -2.4% |
Q4 2021 | $331,000 | +5.4% | 5,017 | +0.3% | 0.04% | 0.0% |
Q3 2021 | $314,000 | -0.9% | 5,004 | 0.0% | 0.04% | -4.5% |
Q2 2021 | $317,000 | +7.1% | 5,004 | +0.3% | 0.04% | 0.0% |
Q1 2021 | $296,000 | +3.5% | 4,991 | 0.0% | 0.04% | +7.3% |
Q4 2020 | $286,000 | +18.2% | 4,991 | +0.2% | 0.04% | +5.1% |
Q3 2020 | $242,000 | +4.3% | 4,982 | +0.0% | 0.04% | +5.4% |
Q2 2020 | $232,000 | +3.1% | 4,981 | -14.7% | 0.04% | -5.1% |
Q4 2019 | $225,000 | -22.1% | 5,840 | -21.9% | 0.04% | -29.1% |
Q3 2019 | $289,000 | -23.7% | 7,480 | -23.9% | 0.06% | -25.7% |
Q2 2019 | $379,000 | -8.0% | 9,828 | -9.4% | 0.07% | -11.9% |
Q1 2019 | $412,000 | -92.7% | 10,848 | -93.6% | 0.08% | -93.2% |
Q4 2018 | $5,628,000 | – | 169,217 | – | 1.23% | – |
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% |