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 | $45,945 | -6.1% | 880 | 0.0% | 0.00% | -20.0% |
| Q2 2023 | $48,928 | -67.5% | 880 | -69.2% | 0.01% | -72.2% |
| Q1 2023 | $150,459 | -4.9% | 2,855 | -14.6% | 0.02% | -5.3% |
| Q4 2022 | $158,258 | +236.7% | 3,343 | +219.6% | 0.02% | +216.7% |
| Q3 2022 | $47,000 | -6.0% | 1,046 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $50,000 | 0.0% | 1,046 | +23.6% | 0.01% | +20.0% |
| Q1 2022 | $50,000 | -10.7% | 846 | 0.0% | 0.01% | -28.6% |
| Q4 2021 | $56,000 | +5.7% | 846 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $53,000 | -1.9% | 846 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $54,000 | +8.0% | 846 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $50,000 | +4.2% | 846 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $48,000 | -23.8% | 846 | -34.8% | 0.01% | -41.7% |
| Q3 2020 | $63,000 | +8.6% | 1,298 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $58,000 | +26.1% | 1,298 | 0.0% | 0.01% | +9.1% |
| Q1 2020 | $46,000 | -17.9% | 1,298 | 0.0% | 0.01% | -26.7% |
| Q4 2019 | $56,000 | +12.0% | 1,298 | 0.0% | 0.02% | +7.1% |
| Q3 2019 | $50,000 | -2.0% | 1,298 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $51,000 | -33.8% | 1,298 | -36.0% | 0.02% | -44.8% |
| Q1 2019 | $77,000 | +14.9% | 2,029 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $67,000 | – | 2,029 | – | 0.03% | – |
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% |