ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 208 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $293 | -100.0% | 5,560 | -93.5% | 0.01% | -94.5% |
| Q2 2022 | $4,086,000 | +14.1% | 85,241 | +40.6% | 0.22% | +75.8% |
| Q1 2022 | $3,580,000 | +1109.5% | 60,635 | +1194.2% | 0.12% | +726.7% |
| Q2 2021 | $296,000 | -83.4% | 4,685 | -87.2% | 0.02% | -88.6% |
| Q3 2020 | $1,782,000 | +523.1% | 36,681 | +470.3% | 0.13% | +473.9% |
| Q2 2020 | $286,000 | -95.8% | 6,432 | -96.6% | 0.02% | -93.8% |
| Q1 2020 | $6,747,000 | +310.2% | 189,460 | +392.3% | 0.37% | +166.2% |
| Q4 2019 | $1,645,000 | +51.5% | 38,482 | +18.0% | 0.14% | +110.6% |
| Q4 2018 | $1,086,000 | – | 32,619 | – | 0.07% | – |
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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% |