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 | $513,695 | -12.3% | 9,839 | -6.6% | 0.02% | -7.4% |
| Q2 2023 | $585,580 | -3.5% | 10,532 | -8.5% | 0.03% | -12.9% |
| Q1 2023 | $606,788 | +1.8% | 11,514 | -8.5% | 0.03% | -3.1% |
| Q4 2022 | $595,869 | +7.2% | 12,587 | +1.0% | 0.03% | -5.9% |
| Q3 2022 | $556,000 | -10.2% | 12,464 | -3.4% | 0.03% | -2.9% |
| Q2 2022 | $619,000 | -19.2% | 12,907 | -0.5% | 0.04% | -7.9% |
| Q1 2022 | $766,000 | +19.1% | 12,970 | +33.3% | 0.04% | +22.6% |
| Q4 2021 | $643,000 | +25.3% | 9,729 | +19.9% | 0.03% | +10.7% |
| Q2 2021 | $513,000 | +35.4% | 8,115 | +26.7% | 0.03% | +27.3% |
| Q1 2021 | $379,000 | +8.9% | 6,403 | +5.4% | 0.02% | -8.3% |
| Q4 2020 | $348,000 | -50.6% | 6,073 | -58.1% | 0.02% | -35.1% |
| Q3 2020 | $704,000 | +114.6% | 14,484 | +96.7% | 0.04% | +32.1% |
| Q2 2020 | $328,000 | – | 7,365 | – | 0.03% | – |
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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% |