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 | $2,233,002 | -9.5% | 42,770 | -3.7% | 0.90% | -0.4% |
| Q2 2023 | $2,468,451 | +5.4% | 44,397 | -0.1% | 0.91% | -1.0% |
| Q1 2023 | $2,342,250 | +14.8% | 44,445 | +3.1% | 0.92% | +10.6% |
| Q4 2022 | $2,040,302 | +1.4% | 43,099 | -4.6% | 0.83% | -4.8% |
| Q3 2022 | $2,013,000 | -3.5% | 45,157 | +3.8% | 0.87% | +1.9% |
| Q2 2022 | $2,086,000 | -20.0% | 43,521 | -1.5% | 0.85% | -7.2% |
| Q1 2022 | $2,609,000 | -4.7% | 44,190 | +6.6% | 0.92% | -2.8% |
| Q4 2021 | $2,739,000 | +29.0% | 41,458 | +22.5% | 0.94% | +18.7% |
| Q3 2021 | $2,124,000 | +15.8% | 33,855 | +16.7% | 0.80% | +11.0% |
| Q2 2021 | $1,834,000 | +28.3% | 29,001 | +20.2% | 0.72% | +16.8% |
| Q1 2021 | $1,429,000 | +22.2% | 24,136 | +18.2% | 0.61% | +8.9% |
| Q4 2020 | $1,169,000 | +305.9% | 20,422 | +244.4% | 0.56% | +248.1% |
| Q3 2020 | $288,000 | – | 5,929 | – | 0.16% | – |
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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% |