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 | $70 | -99.2% | 1,342 | +599.0% | 0.00% | +300.0% |
| Q3 2022 | $9,000 | 0.0% | 192 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 192 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | -15.4% | 192 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | -27.8% | 192 | -39.8% | 0.00% | -50.0% |
| Q4 2020 | $18,000 | +20.0% | 319 | 0.0% | 0.00% | +100.0% |
| Q3 2020 | $15,000 | – | 319 | – | 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% |