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 | $469,560 | -11.3% | 9,176 | -3.1% | 0.10% | -9.3% |
| Q2 2023 | $529,437 | -2.4% | 9,471 | -8.0% | 0.11% | -11.6% |
| Q1 2023 | $542,626 | -7.5% | 10,297 | -6.5% | 0.12% | -6.2% |
| Q4 2022 | $586,648 | +6.7% | 11,013 | -10.8% | 0.13% | -11.0% |
| Q3 2022 | $550,000 | -6.6% | 12,344 | +0.4% | 0.14% | -2.0% |
| Q2 2022 | $589,000 | -16.5% | 12,294 | +2.9% | 0.15% | -3.3% |
| Q1 2022 | $705,000 | -8.4% | 11,948 | -7.8% | 0.15% | -8.9% |
| Q4 2021 | $770,000 | +136.2% | 12,960 | +149.1% | 0.17% | +118.2% |
| Q3 2021 | $326,000 | +5.5% | 5,202 | +6.6% | 0.08% | -3.8% |
| Q2 2021 | $309,000 | +6.2% | 4,878 | -0.7% | 0.08% | -3.6% |
| Q1 2021 | $291,000 | -1.4% | 4,910 | +1.1% | 0.08% | -5.7% |
| Q4 2020 | $295,000 | – | 4,857 | – | 0.09% | – |
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% |