ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 207 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $505,000 | +3.5% | 8,534 | 0.0% | 0.00% | – |
| Q4 2020 | $488,000 | +17.6% | 8,534 | 0.0% | 0.00% | – |
| Q3 2020 | $415,000 | +9.2% | 8,534 | 0.0% | 0.00% | – |
| Q2 2020 | $380,000 | +15.2% | 8,534 | -8.0% | 0.00% | – |
| Q1 2020 | $330,000 | -16.9% | 9,278 | 0.0% | 0.00% | – |
| Q4 2019 | $397,000 | +10.6% | 9,278 | 0.0% | 0.00% | – |
| Q3 2019 | $359,000 | +0.3% | 9,278 | 0.0% | 0.00% | – |
| Q2 2019 | $358,000 | +1.7% | 9,278 | 0.0% | 0.00% | – |
| Q1 2019 | $352,000 | – | 9,278 | – | 0.00% | – |
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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% |