ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 218 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $124,000 | -10.1% | 2,787 | -3.8% | 0.03% | -8.1% |
| Q2 2022 | $138,000 | -18.8% | 2,896 | +0.0% | 0.04% | -7.5% |
| Q1 2022 | $170,000 | -11.0% | 2,895 | 0.0% | 0.04% | -9.1% |
| Q4 2021 | $191,000 | +5.5% | 2,895 | +0.1% | 0.04% | -4.3% |
| Q3 2021 | $181,000 | -1.1% | 2,893 | 0.0% | 0.05% | -2.1% |
| Q2 2021 | $183,000 | +7.0% | 2,893 | +0.0% | 0.05% | -2.1% |
| Q1 2021 | $171,000 | +3.0% | 2,892 | 0.0% | 0.05% | -4.0% |
| Q4 2020 | $166,000 | +18.6% | 2,892 | +0.1% | 0.05% | +2.0% |
| Q3 2020 | $140,000 | +8.5% | 2,890 | 0.0% | 0.05% | +2.1% |
| Q2 2020 | $129,000 | +31.6% | 2,890 | +0.0% | 0.05% | +2.1% |
| Q1 2020 | $98,000 | -21.0% | 2,889 | 0.0% | 0.05% | +14.6% |
| Q4 2019 | $124,000 | -3.1% | 2,889 | -14.0% | 0.04% | -10.9% |
| Q3 2019 | $128,000 | -2.3% | 3,361 | 0.0% | 0.05% | -6.1% |
| Q2 2019 | $131,000 | – | 3,361 | – | 0.05% | – |
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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% |