ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 213 filers reported holding ISHARES TR in Q2 2023. 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% | – |
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% |