ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 215 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $219,000 | -6.8% | 4,910 | -0.1% | 0.02% | -5.3% |
| Q2 2022 | $235,000 | -19.0% | 4,913 | +0.1% | 0.02% | 0.0% |
| Q1 2022 | $290,000 | -13.2% | 4,906 | -3.0% | 0.02% | -9.5% |
| Q4 2021 | $334,000 | +2.8% | 5,059 | -2.3% | 0.02% | -4.5% |
| Q3 2021 | $325,000 | -6.3% | 5,176 | -5.5% | 0.02% | -4.3% |
| Q2 2021 | $347,000 | -5.4% | 5,480 | -11.5% | 0.02% | -11.5% |
| Q1 2021 | $367,000 | +3.7% | 6,191 | +0.0% | 0.03% | +8.3% |
| Q4 2020 | $354,000 | -15.3% | 6,190 | -28.0% | 0.02% | -33.3% |
| Q3 2020 | $418,000 | -12.6% | 8,602 | -20.0% | 0.04% | -20.0% |
| Q2 2020 | $478,000 | +32.0% | 10,746 | +5.6% | 0.04% | -13.5% |
| Q1 2020 | $362,000 | +4.3% | 10,172 | +25.3% | 0.05% | +40.5% |
| Q4 2019 | $347,000 | +48.9% | 8,115 | +34.5% | 0.04% | +37.0% |
| Q3 2019 | $233,000 | – | 6,032 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Planning Group, LLC | 1,700,082 | $106,663,000 | 12.13% |
| H&H Retirement Design & Management INC | 174,761 | $10,858,000 | 6.68% |
| Concord Wealth Partners | 248,720 | $15,605,000 | 6.39% |
| New England Private Wealth Advisors LLC | 490,247 | $30,768,000 | 5.74% |
| Corrigan Financial, Inc. | 270,467 | $16,969,078 | 5.19% |
| VAUGHAN & Co SECURITIES, INC. | 109,830 | $6,891,000 | 5.15% |
| Beaumont Asset Management, L.L.C. | 107,884 | $6,768,000 | 5.04% |
| Financial Engines Advisors L.L.C. | 27,147,445 | $1,703,230,000 | 5.03% |
| AlphaCore Capital LLC | 124,139 | $7,788,000 | 3.95% |
| HBK Sorce Advisory LLC | 892,416 | $55,990,000 | 3.09% |