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 2023 | $645,002 | -6.1% | 12,354 | 0.0% | 0.16% | -6.6% |
| Q2 2023 | $686,882 | +7.3% | 12,354 | 0.0% | 0.17% | -1.8% |
| Q1 2023 | $640,061 | +9.4% | 12,354 | 0.0% | 0.17% | +9.7% |
| Q4 2022 | $584,838 | +4.1% | 12,354 | -2.0% | 0.15% | -7.8% |
| Q3 2022 | $562,000 | -25.4% | 12,604 | -13.0% | 0.17% | -13.0% |
| Q2 2022 | $753,000 | -11.9% | 14,481 | 0.0% | 0.19% | -5.9% |
| Q1 2022 | $855,000 | +42650.0% | 14,481 | +22885.7% | 0.20% | +20300.0% |
| Q2 2018 | $2,000 | – | 63 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Planning Group, LLC | 1,488,684 | $88,160,000 | 12.14% |
| H&H Retirement Design & Management INC | 177,657 | $10,917,000 | 6.56% |
| Beaumont Asset Management, L.L.C. | 107,890 | $6,389,000 | 5.36% |
| Corrigan Financial, Inc. | 250,779 | $14,851,135 | 4.96% |
| Financial Engines Advisors L.L.C. | 26,228,361 | $1,553,244,000 | 4.85% |
| AlphaCore Capital LLC | 114,068 | $6,755,000 | 4.52% |
| TOBIAS FINANCIAL ADVISORS, INC. | 179,167 | $10,610,000 | 4.50% |
| Concord Wealth Partners | 224,790 | $13,312,000 | 4.48% |
| New England Private Wealth Advisors LLC | 391,448 | $23,184,000 | 4.00% |
| Essex Private Wealth Management, LLC | 45,161 | $2,674,000 | 2.55% |