ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 238 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $0 | – | 0 | – | 0.00% | – |
| Q1 2024 | $0 | – | 0 | – | 0.00% | – |
| Q4 2023 | $0 | – | 0 | – | 0.00% | – |
| Q3 2023 | $0 | – | 0 | – | 0.00% | – |
| Q2 2023 | $0 | – | 0 | – | 0.00% | – |
| Q1 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q4 2022 | $47 | -99.8% | 1 | -99.8% | 0.00% | -100.0% |
| Q3 2022 | $22,686 | +65.5% | 509 | +78.0% | 0.01% | +85.7% |
| Q2 2022 | $13,708 | -18.8% | 286 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $16,885 | -10.6% | 286 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $18,896 | +5.3% | 286 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $17,944 | +6174.1% | 286 | -98.4% | 0.01% | -9.1% |
| Q2 2021 | $286 | -98.3% | 18,090 | +6225.2% | 0.01% | 0.0% |
| Q1 2021 | $16,937 | +3.5% | 286 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $16,371 | +17.8% | 286 | 0.0% | 0.01% | +10.0% |
| Q3 2020 | $13,894 | +9.1% | 286 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $12,733 | +25.0% | 286 | 0.0% | 0.01% | -23.1% |
| Q1 2020 | $10,184 | -16.7% | 286 | 0.0% | 0.01% | +44.4% |
| Q4 2019 | $12,229 | +10.6% | 286 | 0.0% | 0.01% | -10.0% |
| Q3 2019 | $11,057 | +0.2% | 286 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $11,031 | +1.5% | 286 | 0.0% | 0.01% | -16.7% |
| Q1 2019 | $10,865 | – | 286 | – | 0.01% | – |
Download | ||||||
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% |