ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 207 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $79,000 | +102.6% | 1,337 | +94.6% | 0.00% | +100.0% |
| Q4 2020 | $39,000 | +18.2% | 687 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $33,000 | +6.5% | 687 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $31,000 | +19.2% | 687 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $26,000 | -10.3% | 687 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $29,000 | -29.3% | 687 | -34.5% | 0.00% | -40.0% |
| Q3 2019 | $41,000 | +2.5% | 1,049 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $40,000 | -43.7% | 1,049 | -43.9% | 0.01% | -44.4% |
| Q1 2019 | $71,000 | +7.6% | 1,869 | -6.1% | 0.01% | 0.0% |
| Q4 2018 | $66,000 | +842.9% | 1,990 | +941.9% | 0.01% | +800.0% |
| Q3 2018 | $7,000 | – | 191 | – | 0.00% | – |
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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% |