ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 206 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,210 | -0.9% | 1,000 | 0.0% | 0.00% | – |
| Q2 2023 | $52,700 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q1 2023 | $52,700 | +11.3% | 1,000 | 0.0% | 0.00% | – |
| Q4 2022 | $47,340 | +7.6% | 1,000 | 0.0% | 0.00% | – |
| Q3 2022 | $44,000 | -6.4% | 1,000 | 0.0% | 0.00% | – |
| Q2 2022 | $47,000 | -20.3% | 1,000 | 0.0% | 0.00% | – |
| Q1 2022 | $59,000 | -10.6% | 1,000 | 0.0% | 0.00% | – |
| Q4 2021 | $66,000 | +6.5% | 1,000 | 0.0% | 0.00% | – |
| Q3 2021 | $62,000 | -1.6% | 1,000 | 0.0% | 0.00% | – |
| Q2 2021 | $63,000 | +6.8% | 1,000 | 0.0% | 0.00% | – |
| Q1 2021 | $59,000 | +3.5% | 1,000 | 0.0% | 0.00% | – |
| Q4 2020 | $57,000 | +18.8% | 1,000 | 0.0% | 0.00% | – |
| Q3 2020 | $48,000 | +9.1% | 1,000 | 0.0% | 0.00% | – |
| Q2 2020 | $44,000 | +4.8% | 1,000 | 0.0% | 0.00% | – |
| Q1 2020 | $42,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q4 2019 | $42,000 | +10.5% | 1,000 | 0.0% | 0.00% | – |
| Q3 2019 | $38,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q2 2019 | $38,000 | +2.7% | 1,000 | 0.0% | 0.00% | – |
| Q1 2019 | $37,000 | +12.1% | 1,000 | 0.0% | 0.00% | – |
| Q4 2018 | $33,000 | -5.7% | 1,000 | 0.0% | 0.00% | – |
| Q1 2018 | $35,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q4 2017 | $35,000 | +2.9% | 1,000 | 0.0% | 0.00% | – |
| Q3 2017 | $34,000 | +17.2% | 1,000 | 0.0% | 0.00% | – |
| Q2 2017 | $29,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q1 2017 | $29,000 | +11.5% | 1,000 | 0.0% | 0.00% | – |
| Q4 2016 | $26,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q3 2016 | $26,000 | +8.3% | 1,000 | 0.0% | 0.00% | – |
| Q2 2016 | $24,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q1 2016 | $24,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q4 2015 | $24,000 | +4.3% | 1,000 | 0.0% | 0.00% | – |
| Q3 2015 | $23,000 | – | 1,000 | – | 0.00% | – |
Download | ||||||
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% |