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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $310,107 | -15.3% | 6,052 | -27.7% | 0.26% | -24.1% |
| Q3 2022 | $366,000 | -15.7% | 8,365 | -0.2% | 0.34% | +8.8% |
| Q2 2022 | $434,000 | -54.7% | 8,378 | -49.8% | 0.32% | -51.5% |
| Q1 2022 | $959,000 | -36.7% | 16,679 | -36.6% | 0.65% | -31.7% |
| Q4 2021 | $1,516,000 | -86.0% | 26,299 | -85.0% | 0.96% | -85.7% |
| Q3 2021 | $10,858,000 | -0.2% | 174,761 | +1.7% | 6.68% | +0.2% |
| Q2 2021 | $10,876,000 | -0.4% | 171,769 | -3.3% | 6.66% | +1.6% |
| Q1 2021 | $10,917,000 | +40.8% | 177,657 | +11.3% | 6.56% | +7.7% |
| Q3 2020 | $7,755,000 | – | 159,632 | – | 6.09% | – |
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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% |