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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $33,000 | +6.5% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $31,000 | +138.5% | 500 | +150.0% | 0.00% | +100.0% |
| Q2 2021 | $13,000 | -64.9% | 200 | -67.6% | 0.00% | -66.7% |
| Q1 2021 | $37,000 | +236.4% | 618 | +209.0% | 0.00% | +200.0% |
| Q4 2020 | $11,000 | +10.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | -60.0% | 200 | -71.6% | 0.00% | -66.7% |
| Q1 2020 | $25,000 | -16.7% | 704 | -0.4% | 0.00% | 0.0% |
| Q4 2019 | $30,000 | -65.9% | 707 | -69.0% | 0.00% | -70.0% |
| Q3 2019 | $88,000 | -70.7% | 2,280 | -70.7% | 0.01% | -68.8% |
| Q2 2019 | $300,000 | +63.0% | 7,792 | +60.9% | 0.03% | -31.9% |
| Q1 2019 | $184,000 | +666.7% | 4,844 | +585.1% | 0.05% | +840.0% |
| Q4 2018 | $24,000 | +84.6% | 707 | +117.5% | 0.01% | -16.7% |
| Q3 2018 | $13,000 | -99.7% | 325 | +62.5% | 0.01% | +500.0% |
| Q4 2016 | $5,000,000 | +99900.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $5,000 | – | 200 | – | 0.00% | – |
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% |