ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 208 filers reported holding ISHARES TR in Q3 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 | 1,700,082 | $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% |