ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 208 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $257,952 | -4.5% | 5,449 | -10.3% | 0.19% | -11.7% |
Q3 2022 | $270,000 | -50.8% | 6,077 | -47.0% | 0.21% | -48.4% |
Q2 2022 | $549,000 | -90.0% | 11,463 | -87.6% | 0.42% | -88.8% |
Q1 2022 | $5,479,000 | -20.4% | 92,811 | -10.9% | 3.70% | -19.2% |
Q4 2021 | $6,882,000 | +1.7% | 104,168 | -3.4% | 4.58% | -9.0% |
Q3 2021 | $6,768,000 | -0.8% | 107,884 | -0.0% | 5.04% | -4.2% |
Q2 2021 | $6,825,000 | +6.8% | 107,909 | +0.0% | 5.26% | -2.0% |
Q1 2021 | $6,389,000 | +5.2% | 107,890 | +1.7% | 5.36% | -1.9% |
Q4 2020 | $6,072,000 | +16.8% | 106,090 | -0.9% | 5.47% | +5.0% |
Q3 2020 | $5,200,000 | +3.3% | 107,049 | -5.3% | 5.21% | -1.0% |
Q2 2020 | $5,033,000 | +26.1% | 113,057 | +0.9% | 5.26% | +10.0% |
Q1 2020 | $3,990,000 | -0.2% | 112,072 | +19.8% | 4.78% | +25.3% |
Q4 2019 | $3,999,000 | – | 93,535 | – | 3.82% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Retirement Planning Group, LLC | 1,700,082 | $106,663,000 | 12.13% |
H&H Retirement Design & Management INC | 174,761 | $10,858,000 | 6.68% |
Concord Wealth Partners | 248,720 | $15,605,000 | 6.39% |
New England Private Wealth Advisors LLC | 490,247 | $30,768,000 | 5.74% |
Corrigan Financial, Inc. | 270,467 | $16,969,078 | 5.19% |
VAUGHAN & Co SECURITIES, INC. | 109,830 | $6,891,000 | 5.15% |
Beaumont Asset Management, L.L.C. | 107,884 | $6,768,000 | 5.04% |
Financial Engines Advisors L.L.C. | 27,147,445 | $1,703,230,000 | 5.03% |
AlphaCore Capital LLC | 124,139 | $7,788,000 | 3.95% |
HBK Sorce Advisory LLC | 892,416 | $55,990,000 | 3.09% |