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 | $2,396 | +1.6% | 45,885 | +8.2% | 0.01% | 0.0% |
| Q2 2023 | $2,358 | +19.2% | 42,412 | +12.9% | 0.01% | +10.0% |
| Q1 2023 | $1,979 | +8.5% | 37,552 | -2.5% | 0.01% | +11.1% |
| Q4 2022 | $1,824 | -99.9% | 38,528 | +13.5% | 0.01% | 0.0% |
| Q3 2022 | $1,513,000 | -12.3% | 33,943 | -5.7% | 0.01% | 0.0% |
| Q2 2022 | $1,725,000 | -24.2% | 35,990 | -6.7% | 0.01% | -10.0% |
| Q1 2022 | $2,276,000 | -13.1% | 38,558 | -2.7% | 0.01% | -16.7% |
| Q4 2021 | $2,619,000 | +17.5% | 39,642 | +11.7% | 0.01% | +9.1% |
| Q3 2021 | $2,228,000 | +0.7% | 35,505 | +1.5% | 0.01% | 0.0% |
| Q2 2021 | $2,212,000 | +21.5% | 34,968 | +13.8% | 0.01% | +10.0% |
| Q1 2021 | $1,820,000 | +24.9% | 30,732 | +20.8% | 0.01% | +11.1% |
| Q4 2020 | $1,457,000 | -33.7% | 25,448 | -43.7% | 0.01% | -40.0% |
| Q3 2020 | $2,196,000 | +14.9% | 45,194 | +5.2% | 0.02% | +7.1% |
| Q2 2020 | $1,912,000 | +23.6% | 42,954 | -1.1% | 0.01% | -6.7% |
| Q1 2020 | $1,547,000 | -26.9% | 43,431 | -12.2% | 0.02% | -6.2% |
| Q4 2019 | $2,116,000 | -3.0% | 49,487 | -12.3% | 0.02% | -15.8% |
| Q3 2019 | $2,182,000 | -18.5% | 56,443 | -18.7% | 0.02% | -24.0% |
| Q2 2019 | $2,676,000 | +13.9% | 69,387 | +12.2% | 0.02% | +13.6% |
| Q1 2019 | $2,350,000 | +7.4% | 61,860 | -6.0% | 0.02% | -8.3% |
| Q4 2018 | $2,189,000 | -14.7% | 65,819 | -0.7% | 0.02% | -4.0% |
| Q3 2018 | $2,567,000 | +39.4% | 66,298 | +30.4% | 0.02% | +31.6% |
| Q2 2018 | $1,842,000 | +39.8% | 50,852 | +40.3% | 0.02% | +26.7% |
| Q1 2018 | $1,318,000 | +58.2% | 36,240 | +54.2% | 0.02% | +50.0% |
| Q4 2017 | $833,000 | +49.6% | 23,502 | +44.8% | 0.01% | +42.9% |
| Q3 2017 | $557,000 | +111.0% | 16,236 | +95.7% | 0.01% | +75.0% |
| Q2 2017 | $264,000 | – | 8,295 | – | 0.00% | – |
Download | ||||||
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% |