ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 218 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,026,919 | +5.9% | 19,669 | +12.8% | 0.00% | – |
| Q2 2023 | $969,301 | -46.4% | 17,433 | -49.2% | 0.00% | – |
| Q1 2023 | $1,807,764 | +124.6% | 34,302 | +101.7% | 0.00% | – |
| Q4 2022 | $804,991 | +11.6% | 17,004 | +5.1% | 0.00% | – |
| Q3 2022 | $721,000 | -7.6% | 16,179 | -0.6% | 0.00% | – |
| Q2 2022 | $780,000 | -26.6% | 16,277 | -9.6% | 0.00% | – |
| Q1 2022 | $1,063,000 | +2.2% | 18,009 | +14.4% | 0.00% | – |
| Q4 2021 | $1,040,000 | +7.7% | 15,739 | +2.2% | 0.00% | – |
| Q3 2021 | $966,000 | +11.2% | 15,395 | +12.1% | 0.00% | – |
| Q2 2021 | $869,000 | +7.3% | 13,735 | +0.4% | 0.00% | – |
| Q1 2021 | $810,000 | +8.6% | 13,685 | +5.0% | 0.00% | – |
| Q4 2020 | $746,000 | +20.3% | 13,038 | +2.1% | 0.00% | – |
| Q3 2020 | $620,000 | +51.2% | 12,764 | +38.6% | 0.00% | – |
| Q2 2020 | $410,000 | +3.8% | 9,206 | -17.1% | 0.00% | – |
| Q1 2020 | $395,000 | -15.4% | 11,100 | +1.6% | 0.00% | – |
| Q4 2019 | $467,000 | +23.5% | 10,922 | +11.6% | 0.00% | – |
| Q3 2019 | $378,000 | +13.5% | 9,786 | +13.3% | 0.00% | – |
| Q2 2019 | $333,000 | +28.1% | 8,638 | +26.1% | 0.00% | – |
| Q1 2019 | $260,000 | -10.7% | 6,850 | -21.8% | 0.00% | – |
| Q4 2018 | $291,000 | +72.2% | 8,758 | +100.5% | 0.00% | – |
| Q3 2018 | $169,000 | – | 4,367 | – | 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% |