ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 207 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $9,876 | +11.3% | 187 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $8,872 | -47.8% | 187 | -50.9% | 0.01% | -50.0% |
| Q3 2022 | $17,000 | -5.6% | 381 | 0.0% | 0.01% | -9.1% |
| Q2 2022 | $18,000 | -18.2% | 381 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $22,000 | -8.3% | 379 | +2.7% | 0.01% | 0.0% |
| Q4 2021 | $24,000 | -41.5% | 369 | -43.3% | 0.01% | -57.7% |
| Q3 2021 | $41,000 | 0.0% | 651 | 0.0% | 0.03% | +4.0% |
| Q2 2021 | $41,000 | +7.9% | 651 | +0.5% | 0.02% | -10.7% |
| Q1 2021 | $38,000 | +2.7% | 648 | 0.0% | 0.03% | -6.7% |
| Q4 2020 | $37,000 | -53.2% | 648 | -60.2% | 0.03% | -61.5% |
| Q3 2020 | $79,000 | – | 1,628 | – | 0.08% | – |
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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% |