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 | $2,949,187 | -8.7% | 56,487 | -2.8% | 0.36% | -6.2% |
| Q2 2023 | $3,229,860 | +1.4% | 58,091 | -3.9% | 0.38% | -1.0% |
| Q1 2023 | $3,184,398 | +11.8% | 60,425 | +0.4% | 0.39% | +4.9% |
| Q4 2022 | $2,848,969 | +11.2% | 60,181 | +4.7% | 0.37% | +4.8% |
| Q3 2022 | $2,561,000 | +8.2% | 57,455 | +16.4% | 0.35% | +9.6% |
| Q2 2022 | $2,367,000 | -1.9% | 49,377 | +20.8% | 0.32% | +16.6% |
| Q1 2022 | $2,413,000 | -1.1% | 40,864 | +10.6% | 0.28% | +3.0% |
| Q4 2021 | $2,441,000 | +14.5% | 36,952 | +8.7% | 0.27% | +8.9% |
| Q3 2021 | $2,132,000 | +6.4% | 33,984 | +7.3% | 0.25% | +6.0% |
| Q2 2021 | $2,003,000 | +14.5% | 31,661 | +7.2% | 0.23% | +6.4% |
| Q1 2021 | $1,750,000 | +327.9% | 29,547 | +313.9% | 0.22% | +305.6% |
| Q4 2020 | $409,000 | – | 7,138 | – | 0.05% | – |
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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% |