ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 221 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,885,000 | -8.6% | 31,935 | +2.3% | 0.03% | -10.8% |
| Q4 2021 | $2,062,000 | +8.1% | 31,208 | +2.6% | 0.04% | +8.8% |
| Q3 2021 | $1,908,000 | +0.4% | 30,405 | +1.1% | 0.03% | -8.1% |
| Q2 2021 | $1,901,000 | +6.4% | 30,062 | -0.4% | 0.04% | -7.5% |
| Q1 2021 | $1,787,000 | -19.3% | 30,178 | -22.0% | 0.04% | -24.5% |
| Q4 2020 | $2,214,000 | +25.2% | 38,678 | +6.3% | 0.05% | -1.9% |
| Q3 2020 | $1,768,000 | -3.2% | 36,395 | -11.3% | 0.05% | -14.3% |
| Q2 2020 | $1,827,000 | +543.3% | 41,040 | +415.0% | 0.06% | +186.4% |
| Q1 2020 | $284,000 | -61.5% | 7,969 | -53.8% | 0.02% | +10.0% |
| Q4 2019 | $737,000 | +1.8% | 17,246 | -7.9% | 0.02% | -23.1% |
| Q3 2019 | $724,000 | +235.2% | 18,718 | +224.0% | 0.03% | +225.0% |
| Q2 2019 | $216,000 | -42.9% | 5,778 | -41.9% | 0.01% | -50.0% |
| Q1 2019 | $378,000 | -55.5% | 9,942 | -61.1% | 0.02% | -57.9% |
| Q4 2018 | $849,000 | -62.8% | 25,536 | -56.6% | 0.04% | -57.8% |
| Q3 2018 | $2,280,000 | -39.6% | 58,872 | -43.5% | 0.09% | -45.8% |
| Q2 2018 | $3,772,000 | +35.0% | 104,119 | +35.5% | 0.17% | +23.0% |
| Q1 2018 | $2,795,000 | +144.5% | 76,837 | +138.3% | 0.14% | +136.8% |
| Q4 2017 | $1,143,000 | +8.0% | 32,238 | +4.6% | 0.06% | -1.7% |
| Q3 2017 | $1,058,000 | +5.1% | 30,824 | -2.8% | 0.06% | -6.5% |
| Q2 2017 | $1,007,000 | +19.2% | 31,706 | +11.4% | 0.06% | +12.7% |
| Q1 2017 | $845,000 | – | 28,454 | – | 0.06% | – |
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% |