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 | $18,796 | -6.1% | 360 | 0.0% | 0.01% | -14.3% |
Q2 2023 | $20,016 | +5.5% | 360 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $18,972 | +18.2% | 360 | 0.0% | 0.01% | -12.5% |
Q4 2022 | $16,045 | +0.3% | 360 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $16,000 | -5.9% | 360 | 0.0% | 0.01% | -11.1% |
Q2 2022 | $17,000 | -19.0% | 360 | 0.0% | 0.01% | -10.0% |
Q1 2022 | $21,000 | -12.5% | 360 | 0.0% | 0.01% | -16.7% |
Q4 2021 | $24,000 | +4.3% | 360 | 0.0% | 0.01% | -7.7% |
Q3 2021 | $23,000 | 0.0% | 360 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $23,000 | +9.5% | 360 | 0.0% | 0.01% | -7.1% |
Q1 2021 | $21,000 | 0.0% | 360 | 0.0% | 0.01% | -12.5% |
Q4 2020 | $21,000 | – | 360 | – | 0.02% | – |
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% |