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 | 1,700,082 | $106,663,000 | 12.13% |
| H&H Retirement Design & Management INC | 174,761 | $10,858,000 | 6.68% |
| Concord Wealth Partners | 248,720 | $15,605,000 | 6.39% |
| New England Private Wealth Advisors LLC | 490,247 | $30,768,000 | 5.74% |
| Corrigan Financial, Inc. | 270,467 | $16,969,078 | 5.19% |
| VAUGHAN & Co SECURITIES, INC. | 109,830 | $6,891,000 | 5.15% |
| Beaumont Asset Management, L.L.C. | 107,884 | $6,768,000 | 5.04% |
| Financial Engines Advisors L.L.C. | 27,147,445 | $1,703,230,000 | 5.03% |
| AlphaCore Capital LLC | 124,139 | $7,788,000 | 3.95% |
| HBK Sorce Advisory LLC | 892,416 | $55,990,000 | 3.09% |