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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $853,000 | -18.8% | 17,800 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,051,000 | -10.6% | 17,800 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,176,000 | +5.3% | 17,800 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $1,117,000 | -0.8% | 17,800 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,126,000 | +6.8% | 17,800 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,054,000 | +3.4% | 17,800 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,019,000 | +17.8% | 17,800 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $865,000 | +9.2% | 17,800 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $792,000 | +122.5% | 17,800 | +78.0% | 0.00% | +100.0% |
| Q1 2020 | $356,000 | -16.8% | 10,000 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $428,000 | +10.6% | 10,000 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $387,000 | +0.3% | 10,000 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $386,000 | +1.6% | 10,000 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $380,000 | +14.1% | 10,000 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $333,000 | -14.0% | 10,000 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $387,000 | +6.9% | 10,000 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $362,000 | – | 10,000 | – | 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% |