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 | $7,704,248 | -14.4% | 147,563 | -8.8% | 1.64% | -15.5% |
| Q2 2023 | $8,998,858 | -20.1% | 161,850 | -24.3% | 1.94% | -39.4% |
| Q1 2023 | $11,267,169 | +3.1% | 213,798 | -7.4% | 3.20% | -2.7% |
| Q4 2022 | $10,925,920 | +18.4% | 230,797 | +11.5% | 3.29% | +12.2% |
| Q3 2022 | $9,226,000 | -29.3% | 206,993 | -23.9% | 2.93% | -18.3% |
| Q2 2022 | $13,045,000 | -30.4% | 272,161 | -14.3% | 3.58% | -26.1% |
| Q1 2022 | $18,744,000 | -8.4% | 317,477 | +2.5% | 4.85% | -3.2% |
| Q4 2021 | $20,471,000 | +31.2% | 309,841 | +24.6% | 5.01% | -21.6% |
| Q3 2021 | $15,605,000 | -14.7% | 248,720 | -14.0% | 6.39% | +21.8% |
| Q2 2021 | $18,302,000 | +37.5% | 289,364 | +28.7% | 5.25% | +17.0% |
| Q1 2021 | $13,312,000 | +8955.8% | 224,790 | +8653.5% | 4.48% | +3868.1% |
| Q4 2020 | $147,000 | – | 2,568 | – | 0.11% | – |
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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% |