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 | $416,624 | +26.9% | 7,980 | +35.2% | 0.00% | +100.0% |
| Q2 2023 | $328,250 | -4.6% | 5,904 | -9.6% | 0.00% | -50.0% |
| Q1 2023 | $344,177 | +13.7% | 6,531 | +2.2% | 0.00% | 0.0% |
| Q4 2022 | $302,591 | +8.5% | 6,392 | +2.2% | 0.00% | 0.0% |
| Q3 2022 | $279,000 | +69.1% | 6,256 | +81.5% | 0.00% | +100.0% |
| Q2 2022 | $165,000 | -72.3% | 3,446 | -65.8% | 0.00% | -75.0% |
| Q1 2022 | $595,000 | +19.7% | 10,076 | +34.0% | 0.00% | +33.3% |
| Q4 2021 | $497,000 | +5.3% | 7,519 | +0.0% | 0.00% | -25.0% |
| Q3 2021 | $472,000 | +18.9% | 7,517 | +19.7% | 0.00% | 0.0% |
| Q2 2021 | $397,000 | +205.4% | 6,278 | +185.6% | 0.00% | +300.0% |
| Q1 2021 | $130,000 | +3.2% | 2,198 | +0.1% | 0.00% | -50.0% |
| Q4 2020 | $126,000 | +16.7% | 2,196 | +0.1% | 0.00% | 0.0% |
| Q3 2020 | $108,000 | -19.4% | 2,194 | -27.0% | 0.00% | 0.0% |
| Q2 2020 | $134,000 | -6.3% | 3,004 | -28.3% | 0.00% | -33.3% |
| Q1 2020 | $143,000 | -33.8% | 4,192 | -16.2% | 0.00% | 0.0% |
| Q4 2019 | $216,000 | +92.9% | 5,002 | +73.1% | 0.00% | -25.0% |
| Q3 2019 | $112,000 | +14.3% | 2,890 | +13.8% | 0.00% | 0.0% |
| Q2 2019 | $98,000 | +28.9% | 2,540 | +27.0% | 0.00% | +33.3% |
| Q1 2019 | $76,000 | – | 2,000 | – | 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% |