ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 206 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,302 | -6.1% | 4,277 | 0.0% | 0.17% | +18.6% |
| Q2 2023 | $237,801 | -3.2% | 4,277 | -8.2% | 0.14% | -10.3% |
| Q1 2023 | $245,582 | +111023.1% | 4,660 | 0.0% | 0.16% | +13.9% |
| Q4 2022 | $221 | -99.9% | 4,660 | 0.0% | 0.14% | 0.0% |
| Q3 2022 | $208,000 | -6.7% | 4,660 | 0.0% | 0.14% | +9.6% |
| Q2 2022 | $223,000 | -18.9% | 4,660 | 0.0% | 0.12% | -11.3% |
| Q1 2022 | $275,000 | -10.7% | 4,660 | 0.0% | 0.14% | -11.3% |
| Q4 2021 | $308,000 | +1.7% | 4,660 | -3.6% | 0.16% | -10.2% |
| Q3 2021 | $303,000 | -1.0% | 4,835 | 0.0% | 0.18% | -10.6% |
| Q2 2021 | $306,000 | +7.0% | 4,835 | 0.0% | 0.20% | +0.5% |
| Q1 2021 | $286,000 | +3.2% | 4,835 | 0.0% | 0.20% | -7.1% |
| Q4 2020 | $277,000 | +17.9% | 4,835 | 0.0% | 0.21% | +3.4% |
| Q3 2020 | $235,000 | +13.5% | 4,835 | +3.8% | 0.20% | +5.1% |
| Q2 2020 | $207,000 | – | 4,660 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Planning Group, LLC | 1,700,082 | $106,663,000 | 12.13% |
| H&H Retirement Design & Management INC | 174,761 | $10,858,000 | 6.68% |
| Concord Wealth Partners | 248,720 | $15,605,000 | 6.39% |
| New England Private Wealth Advisors LLC | 490,247 | $30,768,000 | 5.74% |
| Corrigan Financial, Inc. | 270,467 | $16,969,078 | 5.19% |
| VAUGHAN & Co SECURITIES, INC. | 109,830 | $6,891,000 | 5.15% |
| Beaumont Asset Management, L.L.C. | 107,884 | $6,768,000 | 5.04% |
| Financial Engines Advisors L.L.C. | 27,147,445 | $1,703,230,000 | 5.03% |
| AlphaCore Capital LLC | 124,139 | $7,788,000 | 3.95% |
| HBK Sorce Advisory LLC | 892,416 | $55,990,000 | 3.09% |