ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 93 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 1,700,082 | $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% |