ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 180 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,819,120 | -5.8% | 34,842 | +0.4% | 0.33% | +7.8% |
Q2 2023 | $1,930,125 | +10.5% | 34,714 | +4.7% | 0.31% | -5.6% |
Q1 2023 | $1,747,115 | +12.9% | 33,152 | +9.4% | 0.32% | -9.5% |
Q4 2022 | $1,547,780 | +22.3% | 30,295 | +6.7% | 0.36% | -1.6% |
Q3 2022 | $1,266,000 | +9.7% | 28,404 | +17.9% | 0.36% | +26.0% |
Q2 2022 | $1,154,000 | -22.1% | 24,083 | -4.0% | 0.29% | -18.1% |
Q1 2022 | $1,481,000 | +5.2% | 25,092 | +17.7% | 0.35% | -3.6% |
Q4 2021 | $1,408,000 | +11.0% | 21,315 | +5.6% | 0.37% | -3.4% |
Q3 2021 | $1,269,000 | +23.3% | 20,184 | +24.1% | 0.38% | +3.8% |
Q2 2021 | $1,029,000 | +35.9% | 16,269 | +27.3% | 0.36% | +0.6% |
Q1 2021 | $757,000 | +23.3% | 12,779 | +19.1% | 0.36% | +0.8% |
Q4 2020 | $614,000 | +19.5% | 10,734 | +1.5% | 0.36% | -7.0% |
Q3 2020 | $514,000 | +13.5% | 10,573 | +3.8% | 0.39% | -12.8% |
Q2 2020 | $453,000 | -51.7% | 10,183 | -61.3% | 0.44% | -70.9% |
Q1 2020 | $937,000 | -15.7% | 26,299 | +1.1% | 1.53% | +32.4% |
Q4 2019 | $1,112,000 | – | 26,002 | – | 1.15% | – |
Download |
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% |