ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 243 filers reported holding ISHARES TR in Q4 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 | 1,506,041 | $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% |