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 | $475,727 | -11.1% | 9,112 | -5.3% | 0.06% | -9.8% |
| Q2 2023 | $535,250 | +4.0% | 9,627 | -1.4% | 0.06% | +13.0% |
| Q1 2023 | $514,436 | +106188.4% | 9,762 | -4.5% | 0.05% | +5.9% |
| Q4 2022 | $484 | -99.9% | 10,225 | -9.1% | 0.05% | -15.0% |
| Q3 2022 | $501,000 | -7.1% | 11,249 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $539,000 | -62.2% | 11,249 | -50.7% | 0.06% | -13.0% |
| Q1 2022 | $1,427,000 | +91.0% | 22,817 | +101.8% | 0.07% | -6.8% |
| Q4 2021 | $747,000 | +37.1% | 11,306 | +30.1% | 0.07% | +19.4% |
| Q3 2021 | $545,000 | +3.2% | 8,692 | -2.5% | 0.06% | -18.4% |
| Q2 2021 | $528,000 | 0.0% | 8,915 | 0.0% | 0.08% | -20.0% |
| Q1 2021 | $528,000 | +14.5% | 8,915 | +10.7% | 0.10% | +4.4% |
| Q4 2020 | $461,000 | +36.0% | 8,053 | +15.6% | 0.09% | +9.6% |
| Q3 2020 | $339,000 | – | 6,968 | – | 0.08% | – |
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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% |