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 | $2,349,925 | -3.6% | 45,009 | +2.7% | 0.05% | -2.0% |
| Q2 2023 | $2,437,232 | +51.4% | 43,835 | +43.5% | 0.05% | +42.9% |
| Q1 2023 | $1,609,774 | +17.8% | 30,546 | +5.8% | 0.04% | +9.4% |
| Q4 2022 | $1,366,957 | +17.3% | 28,875 | +10.5% | 0.03% | +39.1% |
| Q3 2022 | $1,165,000 | -57.5% | 26,134 | -54.3% | 0.02% | -56.6% |
| Q2 2022 | $2,739,000 | +318.8% | 57,147 | +416.3% | 0.05% | +341.7% |
| Q1 2022 | $654,000 | +131.1% | 11,069 | +158.7% | 0.01% | +140.0% |
| Q4 2021 | $283,000 | +25.2% | 4,279 | +18.9% | 0.01% | +25.0% |
| Q3 2021 | $226,000 | – | 3,599 | – | 0.00% | – |
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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% |