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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,228,181 | +10.1% | 23,524 | +17.3% | 0.01% | +7.7% |
| Q2 2023 | $1,115,424 | -6.5% | 20,062 | -11.4% | 0.01% | -13.3% |
| Q1 2023 | $1,192,797 | -18.4% | 22,634 | -26.7% | 0.02% | -25.0% |
| Q4 2022 | $1,462,159 | +549.8% | 30,886 | +513.1% | 0.02% | +566.7% |
| Q3 2022 | $225,000 | -2.6% | 5,038 | +4.6% | 0.00% | 0.0% |
| Q2 2022 | $231,000 | -19.2% | 4,816 | -0.1% | 0.00% | -25.0% |
| Q1 2022 | $286,000 | 0.0% | 4,819 | +11.3% | 0.00% | 0.0% |
| Q4 2021 | $286,000 | +16.7% | 4,328 | +10.7% | 0.00% | 0.0% |
| Q3 2021 | $245,000 | 0.0% | 3,909 | +1.0% | 0.00% | 0.0% |
| Q2 2021 | $245,000 | +8.4% | 3,869 | +1.8% | 0.00% | -20.0% |
| Q1 2021 | $226,000 | -19.0% | 3,802 | -33.9% | 0.01% | +25.0% |
| Q3 2020 | $279,000 | – | 5,754 | – | 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% |