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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,144,000 | -3.1% | 17,222 | -8.5% | 0.05% | -6.9% |
| Q3 2021 | $1,180,000 | +1.8% | 18,815 | +2.6% | 0.06% | +9.4% |
| Q2 2021 | $1,159,000 | -48.8% | 18,330 | -52.1% | 0.05% | -55.1% |
| Q1 2021 | $2,264,000 | -15.1% | 38,231 | -18.0% | 0.12% | -17.5% |
| Q4 2020 | $2,668,000 | +9.9% | 46,615 | -6.7% | 0.14% | -28.9% |
| Q3 2020 | $2,427,000 | +1.9% | 49,959 | -6.0% | 0.20% | -8.2% |
| Q2 2020 | $2,381,000 | +34.6% | 53,149 | +2.4% | 0.22% | +36.9% |
| Q1 2020 | $1,769,000 | +4.2% | 51,892 | +30.7% | 0.16% | +31.1% |
| Q4 2019 | $1,697,000 | +19.2% | 39,698 | +6.5% | 0.12% | +13.0% |
| Q3 2019 | $1,424,000 | – | 37,277 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Essex Private Wealth Management, LLC | 31,216 | $1,391,000 | 5.55% |
| VAUGHAN & Co SECURITIES, INC. | 133,761 | $5,962,000 | 5.15% |
| Financial Engines Advisors L.L.C. | 31,107,810 | $1,386,475,000 | 4.52% |
| New England Private Wealth Advisors LLC | 363,782 | $16,216,000 | 3.80% |
| CFS Investment Advisory Services, LLC | 10,917,660 | $15,344,000 | 3.53% |
| Sweet Financial Partners, LLC | 217,245 | $9,683,000 | 3.08% |
| Concord Wealth Partners | 206,993 | $9,226,000 | 2.93% |
| BARRETT & COMPANY, INC. | 85,062 | $4,026,824 | 2.66% |
| AlphaCore Capital LLC | 124,108 | $5,531,000 | 2.52% |
| Sentinus, LLC | 70,059 | $3,150,000 | 1.97% |