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 | $44,968,300 | -53.0% | 861,297 | -49.9% | 0.54% | -46.7% |
| Q2 2023 | $95,591,469 | +4481.5% | 1,719,271 | +3800.9% | 1.02% | +1294.5% |
| Q4 2022 | $2,086,463 | +28.0% | 44,074 | +20.5% | 0.07% | +12.3% |
| Q3 2022 | $1,630,000 | -8.0% | 36,571 | -1.0% | 0.06% | -8.5% |
| Q2 2022 | $1,771,000 | -19.6% | 36,958 | -1.0% | 0.07% | -7.8% |
| Q1 2022 | $2,203,000 | -15.5% | 37,320 | -5.5% | 0.08% | -11.5% |
| Q4 2021 | $2,608,000 | +2.2% | 39,475 | -2.9% | 0.09% | -7.4% |
| Q3 2021 | $2,551,000 | -5.0% | 40,667 | -4.2% | 0.09% | -10.5% |
| Q2 2021 | $2,684,000 | +9.0% | 42,436 | +2.1% | 0.10% | -0.9% |
| Q1 2021 | $2,462,000 | +17.5% | 41,568 | +13.5% | 0.11% | +8.2% |
| Q4 2020 | $2,096,000 | +46.7% | 36,617 | +24.5% | 0.10% | +32.4% |
| Q3 2020 | $1,429,000 | +38.5% | 29,409 | +26.9% | 0.07% | +32.1% |
| Q2 2020 | $1,032,000 | +86.3% | 23,176 | +49.0% | 0.06% | +47.4% |
| Q1 2020 | $554,000 | -59.9% | 15,550 | -51.9% | 0.04% | -65.1% |
| Q4 2019 | $1,382,000 | – | 32,328 | – | 0.11% | – |
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% |