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 | $1,171,810 | -3.4% | 21,408 | -0.2% | 0.00% | – |
| Q2 2023 | $1,213,325 | -17.8% | 21,452 | -27.2% | 0.00% | -100.0% |
| Q4 2022 | $1,476,773 | -89.2% | 29,453 | -89.4% | 0.00% | -83.3% |
| Q3 2022 | $13,724,000 | +28.7% | 277,918 | +30.7% | 0.01% | +20.0% |
| Q2 2022 | $10,667,000 | +373.0% | 212,695 | +468.6% | 0.01% | +400.0% |
| Q1 2022 | $2,255,000 | -11.4% | 37,407 | -1.8% | 0.00% | 0.0% |
| Q4 2021 | $2,544,000 | +3.0% | 38,084 | -1.9% | 0.00% | 0.0% |
| Q3 2021 | $2,470,000 | -1.2% | 38,824 | -1.4% | 0.00% | 0.0% |
| Q2 2021 | $2,500,000 | +4.0% | 39,357 | +0.1% | 0.00% | -50.0% |
| Q1 2021 | $2,405,000 | +4.2% | 39,304 | +0.8% | 0.00% | 0.0% |
| Q4 2020 | $2,307,000 | +19.2% | 39,001 | -0.9% | 0.00% | 0.0% |
| Q3 2020 | $1,936,000 | +6.3% | 39,370 | -0.5% | 0.00% | 0.0% |
| Q2 2020 | $1,821,000 | +28.8% | 39,587 | -3.2% | 0.00% | 0.0% |
| Q1 2020 | $1,414,000 | -21.2% | 40,902 | -2.6% | 0.00% | +100.0% |
| Q4 2019 | $1,795,000 | +11.1% | 41,985 | +0.5% | 0.00% | 0.0% |
| Q3 2019 | $1,615,000 | -0.3% | 41,765 | -0.6% | 0.00% | 0.0% |
| Q2 2019 | $1,620,000 | +1.3% | 42,008 | -0.2% | 0.00% | 0.0% |
| Q1 2019 | $1,599,000 | +14.0% | 42,089 | -0.2% | 0.00% | 0.0% |
| Q4 2018 | $1,403,000 | -45.8% | 42,175 | -36.9% | 0.00% | -50.0% |
| Q3 2018 | $2,589,000 | +16.5% | 66,862 | +9.0% | 0.00% | 0.0% |
| Q2 2018 | $2,222,000 | +9.9% | 61,338 | +10.4% | 0.00% | 0.0% |
| Q1 2018 | $2,021,000 | +35.5% | 55,562 | +32.0% | 0.00% | +100.0% |
| Q4 2017 | $1,492,000 | +140.6% | 42,087 | +133.0% | 0.00% | 0.0% |
| Q3 2017 | $620,000 | – | 18,060 | – | 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% |