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 | $326,248 | -0.5% | 6,249 | +5.9% | 0.01% | 0.0% |
| Q2 2023 | $327,971 | +0.5% | 5,899 | -4.7% | 0.01% | -12.5% |
| Q1 2023 | $326,377 | +0.7% | 6,193 | -9.5% | 0.01% | -11.1% |
| Q4 2022 | $323,958 | +6.6% | 6,843 | +0.2% | 0.01% | -18.2% |
| Q3 2022 | $304,000 | -7.3% | 6,832 | -0.0% | 0.01% | -21.4% |
| Q2 2022 | $328,000 | -21.3% | 6,833 | -3.2% | 0.01% | -12.5% |
| Q1 2022 | $417,000 | -11.7% | 7,060 | -1.3% | 0.02% | -5.9% |
| Q4 2021 | $472,000 | +7.5% | 7,150 | +2.1% | 0.02% | 0.0% |
| Q3 2021 | $439,000 | +5.0% | 7,001 | +6.0% | 0.02% | 0.0% |
| Q2 2021 | $418,000 | +13.9% | 6,606 | +6.7% | 0.02% | 0.0% |
| Q1 2021 | $367,000 | +4.6% | 6,189 | +0.9% | 0.02% | -5.6% |
| Q4 2020 | $351,000 | +27.6% | 6,134 | +8.5% | 0.02% | -5.3% |
| Q3 2020 | $275,000 | – | 5,652 | – | 0.02% | – |
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% |