ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 221 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $469,560 | -11.3% | 9,176 | -3.1% | 0.10% | -9.3% |
| Q2 2023 | $529,437 | -2.4% | 9,471 | -8.0% | 0.11% | -11.6% |
| Q1 2023 | $542,626 | -7.5% | 10,297 | -6.5% | 0.12% | -6.2% |
| Q4 2022 | $586,648 | +6.7% | 11,013 | -10.8% | 0.13% | -11.0% |
| Q3 2022 | $550,000 | -6.6% | 12,344 | +0.4% | 0.14% | -2.0% |
| Q2 2022 | $589,000 | -16.5% | 12,294 | +2.9% | 0.15% | -3.3% |
| Q1 2022 | $705,000 | -8.4% | 11,948 | -7.8% | 0.15% | -8.9% |
| Q4 2021 | $770,000 | +136.2% | 12,960 | +149.1% | 0.17% | +118.2% |
| Q3 2021 | $326,000 | +5.5% | 5,202 | +6.6% | 0.08% | -3.8% |
| Q2 2021 | $309,000 | +6.2% | 4,878 | -0.7% | 0.08% | -3.6% |
| Q1 2021 | $291,000 | -1.4% | 4,910 | +1.1% | 0.08% | -5.7% |
| Q4 2020 | $295,000 | – | 4,857 | – | 0.09% | – |
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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% |