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 | $4,672,836 | -3.0% | 89,501 | +3.3% | 0.08% | -1.2% |
| Q2 2023 | $4,816,628 | +353543.8% | 86,630 | +235.1% | 0.08% | +196.4% |
| Q1 2023 | $1,362 | +92.4% | 25,854 | +72.9% | 0.03% | +47.4% |
| Q4 2022 | $708 | -99.9% | 14,957 | -3.5% | 0.02% | -13.6% |
| Q3 2022 | $691,000 | -7.2% | 15,497 | -0.3% | 0.02% | -4.3% |
| Q2 2022 | $745,000 | -63.6% | 15,540 | -55.1% | 0.02% | -63.5% |
| Q1 2022 | $2,045,000 | -14.2% | 34,631 | -4.0% | 0.06% | -11.3% |
| Q4 2021 | $2,384,000 | +10.6% | 36,087 | +5.0% | 0.07% | +1.4% |
| Q3 2021 | $2,156,000 | +64.8% | 34,360 | +66.2% | 0.07% | +52.2% |
| Q2 2021 | $1,308,000 | +4.6% | 20,672 | -2.1% | 0.05% | -9.8% |
| Q1 2021 | $1,251,000 | +13.3% | 21,120 | +9.5% | 0.05% | -1.9% |
| Q4 2020 | $1,104,000 | +30.8% | 19,286 | +11.0% | 0.05% | 0.0% |
| Q3 2020 | $844,000 | +86.3% | 17,373 | +70.9% | 0.05% | +57.6% |
| Q2 2020 | $453,000 | +80.5% | 10,167 | +44.5% | 0.03% | +43.5% |
| Q1 2020 | $251,000 | -2.7% | 7,036 | +16.6% | 0.02% | +4.5% |
| Q4 2019 | $258,000 | +10.7% | 6,032 | 0.0% | 0.02% | -15.4% |
| Q3 2019 | $233,000 | – | 6,032 | – | 0.03% | – |
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% |