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 | $221 | -6.0% | 4,225 | 0.0% | 0.03% | -3.7% |
| Q2 2023 | $235 | +5.4% | 4,225 | +0.0% | 0.03% | -3.6% |
| Q1 2023 | $223 | +22.5% | 4,224 | +9.9% | 0.03% | +7.7% |
| Q4 2022 | $182 | -99.7% | 3,842 | +161.2% | 0.03% | +160.0% |
| Q3 2022 | $66,000 | -9.6% | 1,471 | -3.3% | 0.01% | -9.1% |
| Q2 2022 | $73,000 | +10.6% | 1,521 | +35.8% | 0.01% | +37.5% |
| Q1 2022 | $66,000 | -10.8% | 1,120 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $74,000 | +5.7% | 1,120 | +0.1% | 0.01% | -10.0% |
| Q3 2021 | $70,000 | -1.4% | 1,119 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $71,000 | +7.6% | 1,119 | +0.1% | 0.01% | 0.0% |
| Q1 2021 | $66,000 | +3.1% | 1,118 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $64,000 | – | 1,118 | – | 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% |