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 | $834,055 | -3.5% | 15,975 | +2.8% | 0.03% | -11.8% |
Q2 2023 | $864,080 | +8.3% | 15,541 | +2.6% | 0.03% | 0.0% |
Q1 2023 | $797,931 | +12.3% | 15,141 | +0.9% | 0.03% | +9.7% |
Q4 2022 | $710,384 | +13.8% | 15,006 | +7.1% | 0.03% | +3.3% |
Q3 2022 | $624,000 | -3.0% | 14,006 | +4.3% | 0.03% | -3.2% |
Q2 2022 | $643,000 | -27.2% | 13,425 | +0.4% | 0.03% | -16.2% |
Q4 2021 | $883,000 | +18.0% | 13,368 | +12.1% | 0.04% | +5.7% |
Q3 2021 | $748,000 | +2.2% | 11,922 | +3.0% | 0.04% | -2.8% |
Q2 2021 | $732,000 | +6.9% | 11,578 | +1.9% | 0.04% | -7.7% |
Q1 2021 | $685,000 | +15.5% | 11,360 | +9.6% | 0.04% | -9.3% |
Q4 2020 | $593,000 | +51.7% | 10,368 | +28.7% | 0.04% | +22.9% |
Q3 2020 | $391,000 | +24.1% | 8,058 | +13.8% | 0.04% | +9.4% |
Q2 2020 | $315,000 | – | 7,081 | – | 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% |