ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 131 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $12,398,000 | +9.3% | 196,018 | +2.4% | 0.46% | -2.1% |
| Q1 2021 | $11,339,000 | +11.7% | 191,478 | +8.0% | 0.47% | +6.8% |
| Q4 2020 | $10,147,000 | +28.6% | 177,270 | +9.2% | 0.44% | +13.4% |
| Q3 2020 | $7,888,000 | +15.3% | 162,374 | +5.7% | 0.39% | +2.9% |
| Q2 2020 | $6,842,000 | – | 153,676 | – | 0.38% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Planning Group, LLC | 1,700,082 | $106,663,000 | 12.13% |
| H&H Retirement Design & Management INC | 174,761 | $10,858,000 | 6.68% |
| Concord Wealth Partners | 248,720 | $15,605,000 | 6.39% |
| New England Private Wealth Advisors LLC | 490,247 | $30,768,000 | 5.74% |
| Corrigan Financial, Inc. | 270,467 | $16,969,078 | 5.19% |
| VAUGHAN & Co SECURITIES, INC. | 109,830 | $6,891,000 | 5.15% |
| Beaumont Asset Management, L.L.C. | 107,884 | $6,768,000 | 5.04% |
| Financial Engines Advisors L.L.C. | 27,147,445 | $1,703,230,000 | 5.03% |
| AlphaCore Capital LLC | 124,139 | $7,788,000 | 3.95% |
| HBK Sorce Advisory LLC | 892,416 | $55,990,000 | 3.09% |