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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $329,000 | +11.5% | 4,980 | +5.6% | 0.04% | +2.3% |
| Q3 2021 | $295,000 | +0.7% | 4,715 | +1.5% | 0.04% | +19.4% |
| Q2 2021 | $293,000 | +17.2% | 4,645 | +9.8% | 0.04% | -12.2% |
| Q1 2021 | $250,000 | +33.0% | 4,231 | +28.8% | 0.04% | +5.1% |
| Q4 2020 | $188,000 | -99.9% | 3,285 | +0.3% | 0.04% | -53.0% |
| Q3 2020 | $166,480,000 | +9.8% | 3,274 | 0.0% | 0.08% | -1.2% |
| Q2 2020 | $151,679,000 | +30.8% | 3,274 | +0.5% | 0.08% | +13.5% |
| Q1 2020 | $115,975,000 | -20.8% | 3,257 | 0.0% | 0.07% | -15.9% |
| Q4 2019 | $146,426,000 | – | 3,257 | – | 0.09% | – |
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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% |