ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 215 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16 | -99.9% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $16,680 | +5.5% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $15,810 | +112828.6% | 300 | 0.0% | 0.01% | +14.3% |
| Q4 2022 | $14 | -99.9% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $13,000 | -7.1% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $14,000 | -22.2% | 300 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $18,000 | -58.1% | 300 | -53.8% | 0.01% | -50.0% |
| Q4 2021 | $43,000 | +4.9% | 650 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $41,000 | 0.0% | 650 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $41,000 | +7.9% | 650 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $38,000 | +2.7% | 650 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $37,000 | +15.6% | 650 | 0.0% | 0.02% | -5.6% |
| Q3 2020 | $32,000 | +10.3% | 650 | 0.0% | 0.02% | +5.9% |
| Q2 2020 | $29,000 | +26.1% | 650 | 0.0% | 0.02% | +6.2% |
| Q1 2020 | $23,000 | -17.9% | 650 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $28,000 | +12.0% | 650 | 0.0% | 0.02% | +6.7% |
| Q3 2019 | $25,000 | 0.0% | 650 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $25,000 | 0.0% | 650 | 0.0% | 0.02% | -6.2% |
| Q1 2019 | $25,000 | -99.9% | 650 | +18.2% | 0.02% | +23.1% |
| Q4 2018 | $18,293,000 | -14.1% | 550 | 0.0% | 0.01% | +8.3% |
| Q3 2018 | $21,296,000 | -77.8% | 550 | -79.2% | 0.01% | -79.3% |
| Q2 2018 | $96,002,000 | +17.3% | 2,650 | +17.8% | 0.06% | +18.4% |
| Q1 2018 | $81,855,000 | +694.8% | 2,250 | +650.0% | 0.05% | +716.7% |
| Q3 2017 | $10,299,000 | -19.0% | 300 | -25.0% | 0.01% | -25.0% |
| Q2 2017 | $12,708,000 | +7.0% | 400 | 0.0% | 0.01% | +14.3% |
| Q1 2017 | $11,880,000 | -50.7% | 400 | -55.6% | 0.01% | -56.2% |
| Q4 2016 | $24,102,000 | +1.4% | 900 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $23,769,000 | – | 900 | – | 0.02% | – |
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% |