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 | $307,306 | -6.1% | 5,886 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $327,260 | +5.5% | 5,886 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $310,182 | +11.3% | 5,886 | 0.0% | 0.02% | +5.9% |
| Q4 2022 | $278,633 | -0.5% | 5,886 | -6.4% | 0.02% | -5.6% |
| Q3 2022 | $280,000 | +23.3% | 6,288 | +32.5% | 0.02% | +28.6% |
| Q2 2022 | $227,000 | +4.6% | 4,746 | +29.7% | 0.01% | +27.3% |
| Q1 2022 | $217,000 | +210.0% | 3,660 | +248.6% | 0.01% | +266.7% |
| Q4 2021 | $70,000 | +29.6% | 1,050 | +21.4% | 0.00% | 0.0% |
| Q3 2021 | $54,000 | -22.9% | 865 | -21.4% | 0.00% | -25.0% |
| Q2 2021 | $70,000 | +14.8% | 1,100 | +6.1% | 0.00% | 0.0% |
| Q1 2021 | $61,000 | +3.4% | 1,037 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $59,000 | -11.9% | 1,037 | -24.4% | 0.00% | -20.0% |
| Q3 2020 | $67,000 | +9.8% | 1,372 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $61,000 | +96.8% | 1,372 | +57.3% | 0.01% | +66.7% |
| Q1 2020 | $31,000 | -16.2% | 872 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $37,000 | +8.8% | 872 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $34,000 | 0.0% | 872 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $34,000 | +3.0% | 872 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $33,000 | -25.0% | 872 | -34.0% | 0.00% | -25.0% |
| Q4 2018 | $44,000 | -65.9% | 1,322 | -60.5% | 0.00% | -63.6% |
| Q3 2018 | $129,000 | +168.8% | 3,344 | +153.0% | 0.01% | +175.0% |
| Q2 2018 | $48,000 | 0.0% | 1,322 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $48,000 | -17.2% | 1,322 | -18.5% | 0.00% | -20.0% |
| Q4 2017 | $58,000 | +5.5% | 1,622 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $55,000 | +5.8% | 1,622 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $52,000 | +477.8% | 1,622 | +440.7% | 0.01% | +400.0% |
| Q1 2017 | $9,000 | +12.5% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $8,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $8,000 | -77.8% | 300 | -79.6% | 0.00% | -75.0% |
| Q2 2016 | $36,000 | +2.9% | 1,471 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $35,000 | -2.8% | 1,471 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $36,000 | +5.9% | 1,471 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $34,000 | -10.5% | 1,471 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $38,000 | – | 1,471 | – | 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% |