ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 109 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $472,762 | -6.1% | 9,055 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $503,458 | +5.5% | 9,055 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $477,199 | +11.3% | 9,055 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $428,664 | +1.1% | 9,055 | -4.9% | 0.00% | 0.0% |
| Q3 2022 | $424,000 | -1.4% | 9,520 | +6.2% | 0.00% | 0.0% |
| Q2 2022 | $430,000 | -18.7% | 8,963 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $529,000 | -10.6% | 8,963 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $592,000 | +3.0% | 8,963 | -2.2% | 0.00% | 0.0% |
| Q3 2021 | $575,000 | -0.7% | 9,160 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $579,000 | +4.7% | 9,160 | -1.9% | 0.00% | 0.0% |
| Q1 2021 | $553,000 | -0.2% | 9,338 | -3.4% | 0.00% | 0.0% |
| Q4 2020 | $554,000 | +14.7% | 9,671 | -2.7% | 0.00% | 0.0% |
| Q3 2020 | $483,000 | +18.7% | 9,939 | +8.7% | 0.00% | 0.0% |
| Q2 2020 | $407,000 | +24.8% | 9,141 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $326,000 | -16.8% | 9,141 | -0.3% | 0.00% | 0.0% |
| Q4 2019 | $392,000 | +9.5% | 9,172 | -0.9% | 0.00% | 0.0% |
| Q3 2019 | $358,000 | +0.3% | 9,252 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $357,000 | +1.7% | 9,252 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $351,000 | +0.6% | 9,252 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $349,000 | -2.5% | 9,252 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $358,000 | +6.9% | 9,252 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $335,000 | – | 9,252 | – | 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% |