ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 243 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,194,920 | -4.5% | 61,194 | +1.7% | 0.00% | 0.0% |
| Q2 2023 | $3,345,821 | -52.9% | 60,177 | -55.3% | 0.00% | -50.0% |
| Q1 2023 | $7,096,699 | +9.0% | 134,662 | -2.1% | 0.01% | 0.0% |
| Q4 2022 | $6,511,438 | -33.1% | 137,546 | -37.1% | 0.01% | -40.0% |
| Q3 2022 | $9,740,000 | +23.4% | 218,534 | +32.7% | 0.01% | +25.0% |
| Q2 2022 | $7,892,000 | -16.7% | 164,657 | +2.6% | 0.01% | 0.0% |
| Q1 2022 | $9,471,000 | -7.3% | 160,410 | +3.7% | 0.01% | 0.0% |
| Q4 2021 | $10,217,000 | +8.7% | 154,638 | +3.2% | 0.01% | 0.0% |
| Q3 2021 | $9,403,000 | +1.1% | 149,880 | +1.9% | 0.01% | 0.0% |
| Q2 2021 | $9,300,000 | +8.9% | 147,043 | +2.0% | 0.01% | -11.1% |
| Q1 2021 | $8,540,000 | +14.2% | 144,206 | +10.4% | 0.01% | +12.5% |
| Q4 2020 | $7,479,000 | +31.3% | 130,660 | +11.4% | 0.01% | +14.3% |
| Q3 2020 | $5,697,000 | +9.5% | 117,275 | +0.4% | 0.01% | 0.0% |
| Q2 2020 | $5,202,000 | +215.5% | 116,849 | +152.3% | 0.01% | +133.3% |
| Q1 2020 | $1,649,000 | -20.8% | 46,307 | -4.9% | 0.00% | 0.0% |
| Q4 2019 | $2,081,000 | +28.1% | 48,671 | +15.8% | 0.00% | +50.0% |
| Q3 2019 | $1,625,000 | -6.8% | 42,041 | -7.0% | 0.00% | -33.3% |
| Q2 2019 | $1,743,000 | +15.4% | 45,198 | +13.7% | 0.00% | +50.0% |
| Q1 2019 | $1,510,000 | +45.9% | 39,758 | +27.8% | 0.00% | 0.0% |
| Q4 2018 | $1,035,000 | -2.6% | 31,120 | +13.3% | 0.00% | 0.0% |
| Q3 2018 | $1,063,000 | +27.0% | 27,465 | +18.9% | 0.00% | +100.0% |
| Q2 2018 | $837,000 | +1.6% | 23,107 | +2.0% | 0.00% | 0.0% |
| Q1 2018 | $824,000 | +38.7% | 22,656 | +35.3% | 0.00% | 0.0% |
| Q4 2017 | $594,000 | +80.5% | 16,747 | +74.7% | 0.00% | 0.0% |
| Q3 2017 | $329,000 | – | 9,588 | – | 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% |