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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $315,395 | +9.7% | 5,268 | -4.3% | 0.27% | +0.4% |
| Q3 2023 | $287,416 | -6.1% | 5,505 | 0.0% | 0.27% | -1.8% |
| Q2 2023 | $306,078 | +5.5% | 5,505 | 0.0% | 0.28% | +2.2% |
| Q1 2023 | $290,114 | +11.3% | 5,505 | 0.0% | 0.27% | +5.1% |
| Q4 2022 | $260,607 | +29.7% | 5,505 | +22.0% | 0.26% | +24.3% |
| Q3 2022 | $201,000 | -6.9% | 4,513 | 0.0% | 0.21% | -1.9% |
| Q2 2022 | $216,000 | – | 4,513 | – | 0.21% | – |
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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% |