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 | $163 | -9.4% | 3,116 | -3.9% | 0.01% | -12.5% |
| Q2 2023 | $180 | -5.3% | 3,241 | -10.1% | 0.02% | +6.7% |
| Q1 2023 | $190 | +11.1% | 3,607 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $171 | -99.9% | 3,607 | -0.7% | 0.02% | 0.0% |
| Q3 2022 | $162,000 | -12.4% | 3,632 | -5.7% | 0.02% | -11.1% |
| Q2 2022 | $185,000 | -12.3% | 3,853 | +8.0% | 0.02% | +5.9% |
| Q1 2022 | $211,000 | -4.1% | 3,567 | +7.2% | 0.02% | 0.0% |
| Q4 2021 | $220,000 | +7.3% | 3,327 | +1.7% | 0.02% | 0.0% |
| Q3 2021 | $205,000 | -13.9% | 3,270 | -13.3% | 0.02% | -15.0% |
| Q2 2021 | $238,000 | +8.7% | 3,770 | +1.8% | 0.02% | -9.1% |
| Q1 2021 | $219,000 | +17.7% | 3,702 | +14.0% | 0.02% | +10.0% |
| Q4 2020 | $186,000 | +35.8% | 3,247 | +14.9% | 0.02% | +5.3% |
| Q3 2020 | $137,000 | +705.9% | 2,826 | +496.2% | 0.02% | +850.0% |
| Q2 2018 | $17,000 | – | 474 | – | 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% |