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 | $478,225 | -18.1% | 9,160 | -12.8% | 0.04% | -10.2% |
Q2 2023 | $584,113 | +2.2% | 10,506 | -3.1% | 0.05% | -2.0% |
Q1 2023 | $571,278 | -1.9% | 10,840 | -0.7% | 0.05% | -2.0% |
Q4 2022 | $582,141 | +20.0% | 10,920 | +0.2% | 0.05% | +2.0% |
Q3 2022 | $485,000 | -7.1% | 10,895 | 0.0% | 0.05% | -2.0% |
Q2 2022 | $522,000 | -23.9% | 10,895 | -6.3% | 0.05% | -13.6% |
Q1 2022 | $686,000 | -9.9% | 11,630 | +1.0% | 0.06% | -9.2% |
Q4 2021 | $761,000 | +11.1% | 11,518 | +5.4% | 0.06% | +4.8% |
Q3 2021 | $685,000 | +0.7% | 10,923 | +1.5% | 0.06% | -1.6% |
Q2 2021 | $680,000 | +8.8% | 10,761 | +1.8% | 0.06% | +1.6% |
Q1 2021 | $625,000 | +36.8% | 10,566 | +32.3% | 0.06% | -10.1% |
Q4 2020 | $457,000 | +42.8% | 7,989 | +21.0% | 0.07% | +81.6% |
Q3 2020 | $320,000 | -99.9% | 6,605 | +0.6% | 0.04% | +2.7% |
Q2 2020 | $292,273,000 | +121175.1% | 6,565 | -3.3% | 0.04% | 0.0% |
Q1 2020 | $241,000 | -16.9% | 6,790 | 0.0% | 0.04% | 0.0% |
Q4 2019 | $290,000 | +10.7% | 6,790 | 0.0% | 0.04% | +2.8% |
Q3 2019 | $262,000 | +0.4% | 6,790 | 0.0% | 0.04% | -2.7% |
Q2 2019 | $261,000 | +14.5% | 6,790 | +13.1% | 0.04% | +8.8% |
Q1 2019 | $228,000 | – | 6,005 | – | 0.03% | – |
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% |