ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 204 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,748 | -19.6% | 972 | -14.4% | 0.00% | 0.0% |
| Q2 2023 | $63,106 | +56.3% | 1,135 | +48.2% | 0.00% | 0.0% |
| Q1 2023 | $40,368 | +138.9% | 766 | +114.6% | 0.00% | – |
| Q4 2022 | $16,900 | -54.3% | 357 | -57.3% | 0.00% | -100.0% |
| Q3 2022 | $37,000 | -7.5% | 836 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $40,000 | -18.4% | 836 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $49,000 | -45.6% | 836 | -38.8% | 0.00% | 0.0% |
| Q4 2021 | $90,000 | +21.6% | 1,365 | +15.2% | 0.00% | 0.0% |
| Q3 2021 | $74,000 | -10.8% | 1,185 | -10.0% | 0.00% | 0.0% |
| Q2 2021 | $83,000 | -100.0% | 1,316 | -86.2% | 0.00% | -80.0% |
| Q1 2021 | $563,892,000 | +34096.0% | 9,522 | -67.0% | 0.01% | -86.1% |
| Q4 2020 | $1,649,000 | +16.8% | 28,812 | -0.9% | 0.04% | 0.0% |
| Q3 2020 | $1,412,000 | +6.5% | 29,067 | -2.4% | 0.04% | -5.3% |
| Q2 2020 | $1,326,000 | +55.8% | 29,790 | +24.6% | 0.04% | +22.6% |
| Q1 2020 | $851,000 | -16.6% | 23,913 | +0.2% | 0.03% | +3.3% |
| Q4 2019 | $1,020,000 | +39.0% | 23,862 | +25.6% | 0.03% | +20.0% |
| Q3 2019 | $734,000 | +28.5% | 19,005 | +28.2% | 0.02% | +19.0% |
| Q2 2019 | $571,000 | +3706.7% | 14,820 | +3454.0% | 0.02% | +2000.0% |
| Q2 2018 | $15,000 | – | 417 | – | 0.00% | – |
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% |