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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $103,742 | -6.1% | 1,987 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $110,478 | +5.5% | 1,987 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $104,715 | +11.3% | 1,987 | 0.0% | 0.01% | +11.1% |
Q4 2022 | $94,065 | +5.7% | 1,987 | 0.0% | 0.01% | -10.0% |
Q3 2022 | $89,000 | -6.3% | 1,987 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $95,000 | -18.8% | 1,987 | 0.0% | 0.01% | -9.1% |
Q1 2022 | $117,000 | -10.7% | 1,987 | 0.0% | 0.01% | -8.3% |
Q4 2021 | $131,000 | +4.8% | 1,987 | 0.0% | 0.01% | -7.7% |
Q3 2021 | $125,000 | – | 1,987 | – | 0.01% | – |
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% |