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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,689,145 | -4.5% | 51,506 | +1.7% | 0.45% | -1.8% |
| Q2 2023 | $2,815,212 | +7.5% | 50,633 | +1.8% | 0.46% | -2.2% |
| Q1 2023 | $2,619,952 | +14.1% | 49,714 | +2.5% | 0.46% | +5.4% |
| Q4 2022 | $2,296,310 | -21.1% | 48,507 | -25.8% | 0.44% | -28.2% |
| Q3 2022 | $2,912,000 | -8.8% | 65,334 | -1.9% | 0.61% | -9.6% |
| Q2 2022 | $3,194,000 | -27.2% | 66,631 | -10.4% | 0.68% | -17.8% |
| Q1 2022 | $4,389,000 | +162.0% | 74,338 | +193.3% | 0.83% | +155.7% |
| Q4 2021 | $1,675,000 | +101.6% | 25,348 | +91.4% | 0.32% | +90.0% |
| Q3 2021 | $831,000 | – | 13,241 | – | 0.17% | – |
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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% |