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 | $6,275,300 | -8.5% | 120,193 | -2.6% | 0.28% | -3.8% |
| Q2 2023 | $6,859,842 | +10.1% | 123,378 | +4.3% | 0.29% | +2.1% |
| Q1 2023 | $6,232,620 | +28.1% | 118,266 | +15.1% | 0.28% | +22.3% |
| Q4 2022 | $4,864,470 | -5.7% | 102,756 | -11.2% | 0.23% | -15.2% |
| Q3 2022 | $5,159,000 | +5.8% | 115,745 | +13.8% | 0.27% | +6.7% |
| Q2 2022 | $4,876,000 | -19.6% | 101,735 | -0.9% | 0.25% | +2.4% |
| Q1 2022 | $6,063,000 | -4.6% | 102,701 | +6.7% | 0.25% | -2.8% |
| Q4 2021 | $6,358,000 | +96.6% | 96,231 | +86.7% | 0.25% | +74.0% |
| Q3 2021 | $3,234,000 | +43.2% | 51,548 | +44.3% | 0.15% | +35.2% |
| Q2 2021 | $2,259,000 | – | 35,711 | – | 0.11% | – |
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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% |