ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 206 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,960,120 | +0.4% | 133,310 | +7.0% | 1.10% | -1.2% |
Q2 2023 | $6,928,952 | +8.8% | 124,621 | +3.1% | 1.11% | -34.1% |
Q1 2023 | $6,369,775 | +2.2% | 120,869 | -8.2% | 1.69% | -30.2% |
Q4 2022 | $6,231,866 | +12.7% | 131,641 | +6.1% | 2.42% | -3.9% |
Q3 2022 | $5,531,000 | +14.4% | 124,108 | +23.1% | 2.52% | +12.1% |
Q2 2022 | $4,833,000 | -20.4% | 100,844 | -1.9% | 2.24% | -4.7% |
Q1 2022 | $6,069,000 | -41.1% | 102,794 | -34.0% | 2.36% | -47.5% |
Q4 2021 | $10,296,000 | +32.2% | 155,837 | +25.5% | 4.49% | +13.7% |
Q3 2021 | $7,788,000 | -6.4% | 124,139 | -5.6% | 3.95% | -11.2% |
Q2 2021 | $8,317,000 | +23.1% | 131,490 | +15.3% | 4.44% | -1.6% |
Q1 2021 | $6,755,000 | +213.3% | 114,068 | +202.8% | 4.52% | +181.1% |
Q4 2020 | $2,156,000 | +38.9% | 37,668 | +17.9% | 1.61% | +14.2% |
Q3 2020 | $1,552,000 | -7.3% | 31,940 | -15.0% | 1.41% | -15.7% |
Q2 2020 | $1,674,000 | +67.7% | 37,591 | +34.2% | 1.67% | +112.6% |
Q1 2020 | $998,000 | -12.2% | 28,021 | +5.4% | 0.78% | +13.9% |
Q4 2019 | $1,137,000 | – | 26,581 | – | 0.69% | – |
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% |