ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 215 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,036,399 | +18.8% | 39,004 | +26.6% | 0.02% | +17.6% |
| Q2 2023 | $1,713,648 | -55.6% | 30,821 | -57.9% | 0.02% | -59.5% |
| Q1 2023 | $3,858,922 | -31.6% | 73,224 | -38.6% | 0.04% | -16.0% |
| Q4 2022 | $5,641,697 | -99.9% | 119,174 | -66.3% | 0.05% | -40.5% |
| Q3 2022 | $7,883,876,000 | +93432.8% | 353,440 | +101.0% | 0.08% | -3.4% |
| Q2 2022 | $8,429,000 | -26.2% | 175,853 | -9.1% | 0.09% | -26.9% |
| Q1 2022 | $11,422,000 | -0.2% | 193,456 | +11.7% | 0.12% | +2.6% |
| Q4 2021 | $11,447,000 | +90.3% | 173,252 | +80.8% | 0.12% | +93.3% |
| Q3 2021 | $6,014,000 | +47.7% | 95,850 | +48.9% | 0.06% | +30.4% |
| Q2 2021 | $4,072,000 | +34.6% | 64,380 | +26.0% | 0.05% | +21.1% |
| Q1 2021 | $3,025,000 | +436.3% | 51,086 | +418.3% | 0.04% | +442.9% |
| Q4 2020 | $564,000 | – | 9,857 | – | 0.01% | – |
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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% |