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 | $26 | -3.7% | 492 | 0.0% | 0.00% | – |
| Q2 2023 | $27 | +3.8% | 492 | 0.0% | 0.00% | – |
| Q1 2023 | $26 | +13.0% | 492 | 0.0% | 0.00% | – |
| Q4 2022 | $23 | -99.9% | 492 | 0.0% | 0.00% | – |
| Q3 2022 | $22,000 | -8.3% | 492 | 0.0% | 0.00% | – |
| Q2 2022 | $24,000 | -17.2% | 492 | 0.0% | 0.00% | – |
| Q1 2022 | $29,000 | -56.1% | 492 | -50.0% | 0.00% | – |
| Q4 2021 | $66,000 | -98.0% | 984 | -98.1% | 0.00% | -100.0% |
| Q3 2021 | $3,231,000 | +33.0% | 51,494 | +34.1% | 0.00% | 0.0% |
| Q2 2021 | $2,430,000 | – | 38,413 | – | 0.00% | – |
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% |