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 | $800,484 | +19.6% | 15,332 | +27.4% | 0.10% | +25.6% |
| Q2 2023 | $669,090 | -0.6% | 12,034 | -5.7% | 0.08% | -4.9% |
| Q1 2023 | $672,821 | +15.7% | 12,767 | +3.9% | 0.08% | +10.8% |
| Q4 2022 | $581,430 | +19.1% | 12,282 | +12.3% | 0.07% | +19.4% |
| Q3 2022 | $488,000 | -2.8% | 10,938 | +4.3% | 0.06% | +12.7% |
| Q2 2022 | $502,000 | -14.8% | 10,483 | +5.1% | 0.06% | -3.5% |
| Q1 2022 | $589,000 | +2.1% | 9,975 | +14.3% | 0.06% | +7.5% |
| Q4 2021 | $577,000 | +9.9% | 8,729 | +4.2% | 0.05% | +3.9% |
| Q3 2021 | $525,000 | +12.2% | 8,375 | +13.1% | 0.05% | +13.3% |
| Q2 2021 | $468,000 | +25.5% | 7,402 | +17.4% | 0.04% | +21.6% |
| Q1 2021 | $373,000 | – | 6,304 | – | 0.04% | – |
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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% |