ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 221 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,219,726 | -9.7% | 253,203 | -3.8% | 0.04% | -10.3% |
| Q2 2023 | $14,635,034 | +153758.6% | 263,220 | +45.8% | 0.04% | +39.3% |
| Q1 2023 | $9,512 | +92.5% | 180,486 | +72.9% | 0.03% | +75.0% |
| Q4 2022 | $4,941 | -99.9% | 104,364 | -6.5% | 0.02% | -20.0% |
| Q3 2022 | $4,976,000 | -6.0% | 111,645 | +1.1% | 0.02% | -9.1% |
| Q2 2022 | $5,292,000 | -46.6% | 110,420 | -34.2% | 0.02% | -40.5% |
| Q1 2022 | $9,906,000 | +19.9% | 167,792 | +34.2% | 0.04% | +5.7% |
| Q4 2021 | $8,261,000 | +55.4% | 125,039 | +47.6% | 0.04% | +25.0% |
| Q3 2021 | $5,316,000 | – | 84,727 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Planning Group, LLC | 1,506,041 | $86,206,000 | 12.49% |
| Beaumont Asset Management, L.L.C. | 106,090 | $6,072,000 | 5.47% |
| Financial Engines Advisors L.L.C. | 27,270,716 | $1,561,268,000 | 5.32% |
| TOBIAS FINANCIAL ADVISORS, INC. | 193,153 | $11,056,000 | 5.06% |
| New England Private Wealth Advisors LLC | 333,573 | $19,090,000 | 4.19% |
| Essex Private Wealth Management, LLC | 48,814 | $2,794,000 | 2.73% |
| CFS Investment Advisory Services, LLC | 226,166 | $12,946,000 | 2.06% |
| AlphaCore Capital LLC | 37,668 | $2,156,000 | 1.61% |
| REDW Wealth LLC | 73,185 | $4,189,000 | 1.55% |
| ASSET MANAGEMENT CORP /IL/ /ADV | 45,743 | $2,710,000 | 1.51% |