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 | $231,969 | -9.4% | 4,443 | -3.5% | 0.00% | -25.0% |
| Q2 2023 | $255,982 | +13.1% | 4,604 | +7.2% | 0.00% | 0.0% |
| Q1 2023 | $226,294 | +11.3% | 4,294 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $203,278 | +6.4% | 4,294 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $191,000 | -7.3% | 4,294 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $206,000 | -51.9% | 4,294 | -40.8% | 0.00% | -42.9% |
| Q1 2022 | $428,000 | +139.1% | 7,248 | +168.1% | 0.01% | +133.3% |
| Q4 2021 | $179,000 | +5.3% | 2,703 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $170,000 | +0.6% | 2,703 | +1.3% | 0.00% | 0.0% |
| Q2 2021 | $169,000 | +7.0% | 2,667 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $158,000 | +3.3% | 2,667 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $153,000 | +17.7% | 2,667 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $130,000 | +9.2% | 2,667 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $119,000 | +25.3% | 2,667 | 0.0% | 0.00% | +33.3% |
| Q1 2020 | $95,000 | – | 2,667 | – | 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% |