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 | $677,883 | -7.1% | 12,984 | -1.0% | 0.06% | -10.1% |
| Q2 2023 | $729,349 | +11.5% | 13,118 | +5.7% | 0.07% | +3.0% |
| Q1 2023 | $653,924 | +16.7% | 12,408 | +4.9% | 0.07% | +3.1% |
| Q4 2022 | $560,147 | -9.8% | 11,832 | -15.0% | 0.06% | -12.2% |
| Q3 2022 | $621,000 | -17.3% | 13,927 | -11.1% | 0.07% | -20.4% |
| Q2 2022 | $751,000 | -18.8% | 15,660 | 0.0% | 0.09% | -13.1% |
| Q1 2022 | $925,000 | -43.7% | 15,660 | -37.0% | 0.11% | -48.3% |
| Q4 2021 | $1,643,000 | +3.7% | 24,869 | -1.5% | 0.21% | -15.9% |
| Q3 2021 | $1,584,000 | -21.2% | 25,255 | -20.5% | 0.25% | -21.9% |
| Q2 2021 | $2,010,000 | +29.9% | 31,777 | +21.7% | 0.32% | -4.3% |
| Q1 2021 | $1,547,000 | +7.0% | 26,117 | +3.4% | 0.33% | -9.4% |
| Q4 2020 | $1,446,000 | – | 25,262 | – | 0.36% | – |
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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% |