ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $453,653 | -6.1% | 8,689 | 0.0% | 0.01% | -6.7% |
| Q2 2023 | $483,108 | -9.7% | 8,689 | -14.4% | 0.02% | -16.7% |
| Q1 2023 | $534,747 | +11.3% | 10,147 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $480,359 | +20.7% | 10,147 | +13.8% | 0.02% | +12.5% |
| Q3 2022 | $398,000 | -6.8% | 8,919 | 0.0% | 0.02% | -5.9% |
| Q2 2022 | $427,000 | – | 8,919 | – | 0.02% | – |
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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% |