ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 207 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2 | -100.0% | 43 | -98.3% | 0.00% | – |
| Q1 2022 | $146,000 | +27.0% | 2,485 | +42.4% | 0.00% | – |
| Q4 2021 | $115,000 | -73.3% | 1,745 | -74.4% | 0.00% | – |
| Q3 2021 | $431,000 | 0.0% | 6,826 | 0.0% | 0.00% | – |
| Q2 2021 | $431,000 | +144.9% | 6,826 | +129.2% | 0.00% | – |
| Q1 2021 | $176,000 | +1500.0% | 2,978 | +1359.8% | 0.00% | – |
| Q4 2020 | $11,000 | – | 204 | +5000.0% | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 4 | -98.7% | 0.00% | – |
| Q4 2017 | $10,000 | – | 300 | – | 0.00% | – |
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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% |