ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 215 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | -93.1% | 50 | -88.9% | 0.00% | -100.0% |
| Q4 2021 | $29,000 | -50.0% | 452 | -51.5% | 0.00% | -50.0% |
| Q3 2021 | $58,000 | +18.4% | 932 | +19.3% | 0.00% | 0.0% |
| Q2 2021 | $49,000 | -12.5% | 781 | -14.5% | 0.00% | 0.0% |
| Q1 2021 | $56,000 | +3.7% | 913 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $54,000 | +45.9% | 913 | +16.9% | 0.00% | 0.0% |
| Q3 2020 | $37,000 | +94.7% | 781 | +72.8% | 0.00% | +100.0% |
| Q2 2020 | $19,000 | +26.7% | 452 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | -25.0% | 452 | -6.0% | 0.00% | 0.0% |
| Q4 2019 | $20,000 | +11.1% | 481 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $18,000 | -98.8% | 481 | -98.8% | 0.00% | -98.9% |
| Q2 2019 | $1,519,000 | -4.9% | 39,389 | -6.4% | 0.09% | -10.5% |
| Q1 2019 | $1,598,000 | -57.6% | 42,074 | -63.2% | 0.10% | -62.4% |
| Q4 2018 | $3,769,000 | -25.5% | 114,260 | -12.3% | 0.28% | -17.2% |
| Q3 2018 | $5,058,000 | +64.7% | 130,352 | +53.8% | 0.34% | +41.0% |
| Q2 2018 | $3,071,000 | +44.5% | 84,777 | +45.1% | 0.24% | +28.5% |
| Q1 2018 | $2,125,000 | +17.2% | 58,411 | +14.1% | 0.19% | +14.8% |
| Q4 2017 | $1,813,000 | -3.0% | 51,177 | -6.6% | 0.16% | -12.9% |
| Q3 2017 | $1,869,000 | +10.6% | 54,799 | +3.0% | 0.19% | +7.5% |
| Q2 2017 | $1,690,000 | +4.7% | 53,207 | +1.4% | 0.17% | +3.0% |
| Q1 2017 | $1,614,000 | – | 52,485 | – | 0.17% | – |
Download | ||||||
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% |