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 | $823,000 | -5.5% | 15,770 | +0.6% | 0.05% | +6.1% |
| Q2 2023 | $871,000 | +104839.8% | 15,673 | -0.4% | 0.05% | -23.4% |
| Q1 2023 | $830 | +11.6% | 15,743 | +0.2% | 0.06% | +33.3% |
| Q4 2022 | $744 | -99.9% | 15,717 | 0.0% | 0.05% | -32.4% |
| Q3 2022 | $701,000 | -52.8% | 15,717 | -30.1% | 0.07% | -16.5% |
| Q4 2021 | $1,485,000 | -8.1% | 22,480 | -12.7% | 0.08% | -22.0% |
| Q3 2021 | $1,616,000 | +8.7% | 25,753 | +9.6% | 0.11% | +11.2% |
| Q2 2021 | $1,486,000 | -60.0% | 23,491 | -61.6% | 0.10% | -24.0% |
| Q1 2021 | $3,717,000 | -5.2% | 61,210 | -10.7% | 0.13% | -23.2% |
| Q4 2020 | $3,922,000 | +1.1% | 68,513 | -14.2% | 0.17% | -13.4% |
| Q3 2020 | $3,881,000 | +20.2% | 79,887 | +10.1% | 0.19% | +9.6% |
| Q2 2020 | $3,229,000 | +2.5% | 72,535 | -18.0% | 0.18% | -24.0% |
| Q1 2020 | $3,149,000 | +251.8% | 88,427 | +322.6% | 0.23% | +242.6% |
| Q4 2019 | $895,000 | – | 20,924 | – | 0.07% | – |
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% |