ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 153 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,385,926 | +16.2% | 26,545 | +23.8% | 0.12% | +36.3% |
| Q2 2023 | $1,192,410 | +14.7% | 21,446 | +8.8% | 0.09% | +4.6% |
| Q1 2023 | $1,039,154 | +301.3% | 19,718 | +260.5% | 0.09% | +248.0% |
| Q4 2022 | $258,917 | +5.3% | 5,469 | -0.9% | 0.02% | -10.7% |
| Q3 2022 | $246,000 | -58.7% | 5,520 | -55.6% | 0.03% | -58.2% |
| Q2 2022 | $596,000 | -32.9% | 12,443 | -17.3% | 0.07% | -24.7% |
| Q1 2022 | $888,000 | -19.3% | 15,039 | -9.6% | 0.09% | -17.6% |
| Q4 2021 | $1,100,000 | +33.2% | 16,645 | +26.4% | 0.11% | +18.7% |
| Q3 2021 | $826,000 | +11.2% | 13,168 | +12.0% | 0.09% | +7.1% |
| Q2 2021 | $743,000 | +11.4% | 11,754 | +4.3% | 0.08% | 0.0% |
| Q1 2021 | $667,000 | +49.2% | 11,266 | +44.2% | 0.08% | +11.8% |
| Q4 2020 | $447,000 | +19.2% | 7,815 | +4.1% | 0.08% | +5.6% |
| Q3 2020 | $375,000 | – | 7,507 | – | 0.07% | – |
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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% |