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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,323,195 | -0.0% | 23,798 | -5.2% | 0.21% | -9.4% |
| Q1 2023 | $1,323,528 | +10.2% | 25,114 | -1.0% | 0.23% | +2.6% |
| Q4 2022 | $1,201,460 | +1.7% | 25,379 | -4.2% | 0.23% | -9.9% |
| Q3 2022 | $1,181,000 | -4.4% | 26,504 | +2.8% | 0.25% | -12.8% |
| Q2 2022 | $1,236,000 | -22.8% | 25,778 | -5.0% | 0.29% | -13.2% |
| Q1 2022 | $1,602,000 | -8.8% | 27,138 | +2.0% | 0.33% | -5.4% |
| Q4 2021 | $1,757,000 | +7.2% | 26,599 | +1.8% | 0.35% | -3.3% |
| Q3 2021 | $1,639,000 | -0.5% | 26,119 | +0.2% | 0.36% | -1.6% |
| Q2 2021 | $1,648,000 | +6.9% | 26,076 | +0.1% | 0.37% | -2.4% |
| Q1 2021 | $1,542,000 | +12.6% | 26,045 | +8.8% | 0.38% | +6.1% |
| Q4 2020 | $1,370,000 | +125.7% | 23,933 | +93.4% | 0.36% | +92.5% |
| Q3 2020 | $607,000 | – | 12,372 | – | 0.19% | – |
Download | ||||||
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% |