ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 243 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $411,000 | -26.3% | 6,550 | -25.8% | 0.15% | -30.3% |
| Q2 2021 | $558,000 | -94.7% | 8,825 | -95.1% | 0.22% | -95.1% |
| Q1 2021 | $10,610,000 | -4.0% | 179,167 | -7.2% | 4.50% | -11.0% |
| Q4 2020 | $11,056,000 | +18.2% | 193,153 | +0.3% | 5.06% | -1.4% |
| Q3 2020 | $9,356,000 | +5.1% | 192,580 | -3.7% | 5.13% | -1.9% |
| Q2 2020 | $8,901,000 | +25.7% | 199,937 | +0.5% | 5.23% | +2.1% |
| Q1 2020 | $7,081,000 | -12.8% | 198,852 | +4.7% | 5.12% | -1.5% |
| Q4 2019 | $8,122,000 | – | 189,966 | – | 5.20% | – |
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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% |