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 | $6,899 | -20.4% | 132,131 | -15.2% | 1.10% | -0.7% |
| Q2 2023 | $8,667 | +2.7% | 155,877 | -2.7% | 1.11% | -27.9% |
| Q1 2023 | $8,441 | +10.7% | 160,162 | -0.6% | 1.54% | -11.3% |
| Q4 2022 | $7,628 | -100.0% | 161,140 | -98.5% | 1.73% | -50.9% |
| Q3 2022 | $15,344,000 | +28.4% | 10,917,660 | +4277.7% | 3.53% | +92.9% |
| Q2 2022 | $11,953,000 | +759.9% | 249,390 | -98.2% | 1.83% | -69.8% |
| Q1 2022 | $1,390,000 | -90.2% | 14,174,261 | +5856.0% | 6.05% | +218.3% |
| Q4 2021 | $14,148,000 | -2.2% | 237,981 | +3.2% | 1.90% | -4.2% |
| Q3 2021 | $14,473,000 | +11.8% | 230,675 | +2.0% | 1.98% | -3.8% |
| Q4 2020 | $12,946,000 | – | 226,166 | – | 2.06% | – |
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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% |