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 | $3,347,625 | -37.3% | 64,117 | -33.2% | 0.01% | -50.0% |
| Q2 2023 | $5,338,000 | +16.1% | 96,009 | +10.0% | 0.01% | +11.1% |
| Q1 2023 | $4,598,939 | -3.4% | 87,303 | -13.2% | 0.01% | -10.0% |
| Q4 2022 | $4,761,648 | +5.6% | 100,544 | -0.6% | 0.01% | 0.0% |
| Q3 2022 | $4,510,000 | -7.2% | 101,131 | -0.3% | 0.01% | -9.1% |
| Q2 2022 | $4,862,000 | -63.4% | 101,411 | +0.3% | 0.01% | -57.7% |
| Q1 2022 | $13,272,000 | +51.8% | 101,078 | -23.6% | 0.03% | +52.9% |
| Q4 2021 | $8,744,000 | -13.3% | 132,295 | -17.7% | 0.02% | -19.0% |
| Q3 2021 | $10,086,000 | +0.5% | 160,720 | +1.3% | 0.02% | -4.5% |
| Q2 2021 | $10,034,000 | +19.0% | 158,618 | +11.6% | 0.02% | +10.0% |
| Q1 2021 | $8,432,000 | +30.2% | 142,173 | +25.7% | 0.02% | +17.6% |
| Q4 2020 | $6,475,000 | +23.6% | 113,062 | +4.1% | 0.02% | +6.2% |
| Q3 2020 | $5,239,000 | +28.0% | 108,654 | +18.2% | 0.02% | +14.3% |
| Q2 2020 | $4,093,000 | +155.7% | 91,943 | +105.3% | 0.01% | +100.0% |
| Q1 2020 | $1,601,000 | – | 44,776 | – | 0.01% | – |
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% |