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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Planning Group, LLC | 1,700,082 | $106,663,000 | 12.13% |
| H&H Retirement Design & Management INC | 174,761 | $10,858,000 | 6.68% |
| Concord Wealth Partners | 248,720 | $15,605,000 | 6.39% |
| New England Private Wealth Advisors LLC | 490,247 | $30,768,000 | 5.74% |
| Corrigan Financial, Inc. | 270,467 | $16,969,078 | 5.19% |
| VAUGHAN & Co SECURITIES, INC. | 109,830 | $6,891,000 | 5.15% |
| Beaumont Asset Management, L.L.C. | 107,884 | $6,768,000 | 5.04% |
| Financial Engines Advisors L.L.C. | 27,147,445 | $1,703,230,000 | 5.03% |
| AlphaCore Capital LLC | 124,139 | $7,788,000 | 3.95% |
| HBK Sorce Advisory LLC | 892,416 | $55,990,000 | 3.09% |