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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,672,836 | -3.0% | 89,501 | +3.3% | 0.08% | -1.2% |
| Q2 2023 | $4,816,628 | +353543.8% | 86,630 | +235.1% | 0.08% | +196.4% |
| Q1 2023 | $1,362 | +92.4% | 25,854 | +72.9% | 0.03% | +47.4% |
| Q4 2022 | $708 | -99.9% | 14,957 | -3.5% | 0.02% | -13.6% |
| Q3 2022 | $691,000 | -7.2% | 15,497 | -0.3% | 0.02% | -4.3% |
| Q2 2022 | $745,000 | -63.6% | 15,540 | -55.1% | 0.02% | -63.5% |
| Q1 2022 | $2,045,000 | -14.2% | 34,631 | -4.0% | 0.06% | -11.3% |
| Q4 2021 | $2,384,000 | +10.6% | 36,087 | +5.0% | 0.07% | +1.4% |
| Q3 2021 | $2,156,000 | +64.8% | 34,360 | +66.2% | 0.07% | +52.2% |
| Q2 2021 | $1,308,000 | +4.6% | 20,672 | -2.1% | 0.05% | -9.8% |
| Q1 2021 | $1,251,000 | +13.3% | 21,120 | +9.5% | 0.05% | -1.9% |
| Q4 2020 | $1,104,000 | +30.8% | 19,286 | +11.0% | 0.05% | 0.0% |
| Q3 2020 | $844,000 | +86.3% | 17,373 | +70.9% | 0.05% | +57.6% |
| Q2 2020 | $453,000 | +80.5% | 10,167 | +44.5% | 0.03% | +43.5% |
| Q1 2020 | $251,000 | -2.7% | 7,036 | +16.6% | 0.02% | +4.5% |
| Q4 2019 | $258,000 | +10.7% | 6,032 | 0.0% | 0.02% | -15.4% |
| Q3 2019 | $233,000 | – | 6,032 | – | 0.03% | – |
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% |