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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,555,507 | -9.4% | 29,793 | -3.5% | 5.31% | -10.0% |
| Q2 2023 | $1,717,444 | +4.6% | 30,889 | -0.9% | 5.90% | -0.9% |
| Q1 2023 | $1,642,260 | +11.2% | 31,162 | -0.1% | 5.96% | +7.7% |
| Q4 2022 | $1,476,886 | +6.2% | 31,197 | -0.1% | 5.54% | -0.3% |
| Q3 2022 | $1,391,000 | -5.6% | 31,216 | +1.5% | 5.55% | +0.9% |
| Q2 2022 | $1,473,000 | -17.3% | 30,742 | +1.9% | 5.50% | +14.5% |
| Q1 2022 | $1,782,000 | -36.9% | 30,176 | -29.5% | 4.80% | +101.3% |
| Q4 2021 | $2,826,000 | +8.8% | 42,777 | +3.3% | 2.39% | +1.2% |
| Q3 2021 | $2,597,000 | -0.7% | 41,400 | +0.1% | 2.36% | -1.2% |
| Q2 2021 | $2,615,000 | -2.2% | 41,349 | -8.4% | 2.39% | -6.4% |
| Q1 2021 | $2,674,000 | -4.3% | 45,161 | -7.5% | 2.55% | -6.4% |
| Q4 2020 | $2,794,000 | -2.5% | 48,814 | -17.3% | 2.73% | -8.0% |
| Q3 2020 | $2,866,000 | +7.8% | 59,007 | -1.2% | 2.96% | -3.9% |
| Q2 2020 | $2,658,000 | +1.0% | 59,713 | -19.2% | 3.08% | -10.2% |
| Q1 2020 | $2,632,000 | -11.4% | 73,928 | +6.4% | 3.43% | +14.2% |
| Q4 2019 | $2,970,000 | – | 69,477 | – | 3.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Planning Group, LLC | 1,488,684 | $88,160,000 | 12.14% |
| H&H Retirement Design & Management INC | 177,657 | $10,917,000 | 6.56% |
| Beaumont Asset Management, L.L.C. | 107,890 | $6,389,000 | 5.36% |
| Corrigan Financial, Inc. | 250,779 | $14,851,135 | 4.96% |
| Financial Engines Advisors L.L.C. | 26,228,361 | $1,553,244,000 | 4.85% |
| AlphaCore Capital LLC | 114,068 | $6,755,000 | 4.52% |
| TOBIAS FINANCIAL ADVISORS, INC. | 179,167 | $10,610,000 | 4.50% |
| Concord Wealth Partners | 224,790 | $13,312,000 | 4.48% |
| New England Private Wealth Advisors LLC | 391,448 | $23,184,000 | 4.00% |
| Essex Private Wealth Management, LLC | 45,161 | $2,674,000 | 2.55% |