ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 243 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,397 | +20.6% | 26,757 | +28.5% | 0.01% | +28.6% |
| Q2 2023 | $1,158 | +15.8% | 20,824 | +9.8% | 0.01% | 0.0% |
| Q1 2023 | $1,000 | -1.8% | 18,972 | -11.8% | 0.01% | 0.0% |
| Q4 2022 | $1,018 | -99.9% | 21,501 | -21.3% | 0.01% | -30.0% |
| Q3 2022 | $1,218,000 | -17.3% | 27,335 | -11.0% | 0.01% | -9.1% |
| Q2 2022 | $1,472,000 | -34.7% | 30,703 | -19.5% | 0.01% | -31.2% |
| Q1 2022 | $2,253,000 | -21.7% | 38,160 | -12.4% | 0.02% | -20.0% |
| Q4 2021 | $2,877,000 | +3.8% | 43,552 | -0.6% | 0.02% | -9.1% |
| Q2 2021 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $2,771,000 | +68.9% | 43,804 | -11.2% | 0.02% | -46.3% |
| Q4 2018 | $1,641,000 | +244.0% | 49,329 | +300.2% | 0.04% | +241.7% |
| Q3 2018 | $477,000 | – | 12,326 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Planning Group, LLC | 1,506,041 | $86,206,000 | 12.49% |
| Beaumont Asset Management, L.L.C. | 106,090 | $6,072,000 | 5.47% |
| Financial Engines Advisors L.L.C. | 27,270,716 | $1,561,268,000 | 5.32% |
| TOBIAS FINANCIAL ADVISORS, INC. | 193,153 | $11,056,000 | 5.06% |
| New England Private Wealth Advisors LLC | 333,573 | $19,090,000 | 4.19% |
| Essex Private Wealth Management, LLC | 48,814 | $2,794,000 | 2.73% |
| CFS Investment Advisory Services, LLC | 226,166 | $12,946,000 | 2.06% |
| AlphaCore Capital LLC | 37,668 | $2,156,000 | 1.61% |
| REDW Wealth LLC | 73,185 | $4,189,000 | 1.55% |
| ASSET MANAGEMENT CORP /IL/ /ADV | 45,743 | $2,710,000 | 1.51% |