ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 206 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,019,639 | -11.3% | 38,683 | -5.5% | 0.01% | -50.0% |
| Q2 2023 | $2,276,709 | -0.9% | 40,948 | -6.1% | 0.01% | +140.0% |
| Q1 2023 | $2,298,142 | +11.9% | 43,608 | +0.5% | 0.01% | 0.0% |
| Q4 2022 | $2,054,035 | -4.7% | 43,389 | -10.3% | 0.01% | -16.7% |
| Q3 2022 | $2,156,000 | -2.0% | 48,369 | +5.4% | 0.01% | 0.0% |
| Q2 2022 | $2,200,000 | -21.6% | 45,905 | -3.4% | 0.01% | 0.0% |
| Q1 2022 | $2,805,000 | -0.0% | 47,508 | +11.9% | 0.01% | 0.0% |
| Q4 2021 | $2,806,000 | +78.7% | 42,465 | +69.7% | 0.01% | +50.0% |
| Q3 2021 | $1,570,000 | +11.6% | 25,024 | +12.5% | 0.00% | 0.0% |
| Q2 2021 | $1,407,000 | +27.1% | 22,241 | +19.0% | 0.00% | 0.0% |
| Q1 2021 | $1,107,000 | +6.3% | 18,689 | +2.8% | 0.00% | +33.3% |
| Q4 2020 | $1,041,000 | +19.2% | 18,185 | +1.2% | 0.00% | 0.0% |
| Q3 2020 | $873,000 | +22.6% | 17,961 | +12.3% | 0.00% | 0.0% |
| Q2 2020 | $712,000 | +72.0% | 15,995 | +37.4% | 0.00% | +50.0% |
| Q1 2020 | $414,000 | – | 11,638 | – | 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% |