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 | $6,130 | -7.9% | 117,403 | -1.9% | 0.02% | -4.8% |
| Q2 2023 | $6,655 | +4.0% | 119,690 | -1.4% | 0.02% | -4.5% |
| Q1 2023 | $6,397 | +12.6% | 121,389 | +1.2% | 0.02% | +10.0% |
| Q4 2022 | $5,680 | -99.9% | 119,993 | +1.3% | 0.02% | 0.0% |
| Q3 2022 | $5,279,000 | -7.2% | 118,436 | -0.2% | 0.02% | 0.0% |
| Q2 2022 | $5,688,000 | -18.0% | 118,680 | +1.0% | 0.02% | -9.1% |
| Q1 2022 | $6,937,000 | -12.9% | 117,502 | -2.5% | 0.02% | -4.3% |
| Q4 2021 | $7,964,000 | +6.2% | 120,534 | +0.8% | 0.02% | -8.0% |
| Q3 2021 | $7,499,000 | -1.2% | 119,530 | -0.4% | 0.02% | +19.0% |
| Q2 2021 | $7,588,000 | +7.0% | 119,962 | +0.2% | 0.02% | 0.0% |
| Q1 2021 | $7,092,000 | +2.9% | 119,753 | -0.6% | 0.02% | -4.5% |
| Q4 2020 | $6,894,000 | +23.8% | 120,436 | +5.0% | 0.02% | -8.3% |
| Q3 2020 | $5,570,000 | +8.3% | 114,666 | -0.7% | 0.02% | +4.3% |
| Q2 2020 | $5,141,000 | +27.5% | 115,483 | +2.0% | 0.02% | +9.5% |
| Q1 2020 | $4,032,000 | -16.1% | 113,220 | +0.8% | 0.02% | +5.0% |
| Q4 2019 | $4,805,000 | +13.3% | 112,368 | +2.4% | 0.02% | +5.3% |
| Q3 2019 | $4,240,000 | +2.4% | 109,682 | +2.2% | 0.02% | +5.6% |
| Q2 2019 | $4,139,000 | +6.0% | 107,302 | +4.4% | 0.02% | 0.0% |
| Q1 2019 | $3,905,000 | – | 102,783 | – | 0.02% | – |
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% |