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 | $238,917 | +1.4% | 4,576 | +8.0% | 0.01% | +12.5% |
| Q2 2023 | $235,544 | -77.2% | 4,236 | -78.4% | 0.01% | -76.5% |
| Q1 2023 | $1,032,580 | +1.7% | 19,593 | -8.7% | 0.03% | -5.6% |
| Q4 2022 | $1,015,727 | +2.7% | 21,456 | -3.3% | 0.04% | -5.3% |
| Q3 2022 | $989,000 | -15.3% | 22,184 | -8.9% | 0.04% | -7.3% |
| Q2 2022 | $1,167,000 | -28.8% | 24,347 | -12.3% | 0.04% | -16.3% |
| Q1 2022 | $1,639,000 | -10.2% | 27,752 | +0.5% | 0.05% | -3.9% |
| Q4 2021 | $1,825,000 | +5.6% | 27,626 | +0.3% | 0.05% | -1.9% |
| Q3 2021 | $1,728,000 | -3.6% | 27,544 | -2.8% | 0.05% | -1.9% |
| Q2 2021 | $1,792,000 | +4.4% | 28,327 | -2.3% | 0.05% | -3.6% |
| Q1 2021 | $1,717,000 | +4.3% | 28,992 | +0.8% | 0.06% | -1.8% |
| Q4 2020 | $1,646,000 | +12.3% | 28,762 | -4.7% | 0.06% | -3.4% |
| Q3 2020 | $1,466,000 | -36.6% | 30,173 | -41.9% | 0.06% | -43.1% |
| Q2 2020 | $2,313,000 | +120.7% | 51,944 | +76.4% | 0.10% | +64.5% |
| Q1 2020 | $1,048,000 | -33.2% | 29,440 | -19.7% | 0.06% | -6.1% |
| Q4 2019 | $1,568,000 | +4.0% | 36,673 | -5.9% | 0.07% | -8.3% |
| Q3 2019 | $1,507,000 | -2.8% | 38,972 | -3.0% | 0.07% | -10.0% |
| Q2 2019 | $1,550,000 | +2.7% | 40,176 | +1.2% | 0.08% | -7.0% |
| Q1 2019 | $1,509,000 | +13.8% | 39,717 | -0.4% | 0.09% | -10.4% |
| Q4 2018 | $1,326,000 | -17.8% | 39,873 | -4.3% | 0.10% | +1.1% |
| Q3 2018 | $1,614,000 | +5.5% | 41,680 | -1.3% | 0.10% | -6.9% |
| Q2 2018 | $1,530,000 | +4.7% | 42,223 | +5.1% | 0.10% | -4.7% |
| Q1 2018 | $1,462,000 | +3.8% | 40,193 | +1.2% | 0.11% | -0.9% |
| Q4 2017 | $1,408,000 | – | 39,715 | – | 0.11% | – |
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% |