ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 180 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,852,719 | -8.2% | 131,253 | -2.2% | 0.70% | -9.2% |
| Q2 2023 | $7,465,301 | +24.5% | 134,268 | +18.0% | 0.77% | +13.3% |
| Q1 2023 | $5,996,206 | +9.4% | 113,780 | -1.7% | 0.68% | +6.8% |
| Q4 2022 | $5,482,256 | +3.2% | 115,806 | -2.8% | 0.64% | -4.2% |
| Q3 2022 | $5,310,000 | -5.5% | 119,132 | +1.6% | 0.66% | -7.0% |
| Q2 2022 | $5,621,000 | -17.9% | 117,267 | +1.2% | 0.71% | +1.1% |
| Q1 2022 | $6,843,000 | -9.9% | 115,907 | +0.9% | 0.70% | -11.4% |
| Q4 2021 | $7,593,000 | +6.6% | 114,917 | +1.2% | 0.80% | -5.9% |
| Q3 2021 | $7,126,000 | +0.6% | 113,583 | +1.4% | 0.85% | +0.6% |
| Q2 2021 | $7,086,000 | +11.5% | 112,038 | +4.4% | 0.84% | -0.2% |
| Q1 2021 | $6,357,000 | +3.9% | 107,338 | +0.4% | 0.84% | -4.5% |
| Q4 2020 | $6,117,000 | +19.6% | 106,859 | +1.5% | 0.88% | +6.4% |
| Q3 2020 | $5,113,000 | +11.6% | 105,254 | +2.3% | 0.83% | -2.0% |
| Q2 2020 | $4,581,000 | +55.4% | 102,904 | +35.1% | 0.85% | +31.9% |
| Q3 2018 | $2,948,000 | – | 76,145 | – | 0.64% | – |
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% |