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 | $296,696 | -5.7% | 5,683 | +0.4% | 0.02% | -6.2% |
| Q2 2023 | $314,570 | +7.5% | 5,658 | +1.9% | 0.02% | 0.0% |
| Q1 2023 | $292,739 | +0.2% | 5,555 | -10.0% | 0.02% | -11.1% |
| Q4 2022 | $292,126 | -83.1% | 6,171 | -82.9% | 0.02% | -84.6% |
| Q3 2022 | $1,727,000 | 0.0% | 36,027 | 0.0% | 0.12% | 0.0% |
| Q2 2022 | $1,727,000 | -27.9% | 36,027 | -0.6% | 0.12% | -18.2% |
| Q4 2021 | $2,394,000 | -9.9% | 36,228 | -14.5% | 0.14% | +68.2% |
| Q3 2021 | $2,658,000 | +1.2% | 42,370 | +2.0% | 0.08% | +1.2% |
| Q2 2021 | $2,626,000 | +7.3% | 41,522 | +0.5% | 0.08% | -4.5% |
| Q1 2021 | $2,447,000 | – | 41,318 | – | 0.09% | – |
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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% |