ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 231 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $259,140 | -25.5% | 4,661 | -10.4% | 0.00% | – |
| Q4 2021 | $348,000 | -38.5% | 5,204 | -40.1% | 0.00% | -100.0% |
| Q3 2021 | $566,000 | +9.9% | 8,682 | +6.6% | 0.00% | 0.0% |
| Q2 2021 | $515,000 | +43.1% | 8,145 | +34.0% | 0.00% | 0.0% |
| Q1 2021 | $360,000 | -61.4% | 6,077 | -74.9% | 0.00% | 0.0% |
| Q2 2019 | $933,000 | +12.5% | 24,188 | +10.8% | 0.00% | 0.0% |
| Q1 2019 | $829,000 | -48.1% | 21,831 | -54.5% | 0.00% | -66.7% |
| Q4 2018 | $1,596,000 | +74.2% | 47,994 | +102.8% | 0.00% | +200.0% |
| Q3 2018 | $916,000 | +122.3% | 23,667 | +107.9% | 0.00% | 0.0% |
| Q2 2018 | $412,000 | +41.6% | 11,385 | +42.4% | 0.00% | – |
| Q1 2018 | $291,000 | – | 7,997 | – | 0.00% | – |
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% |