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 | $4,211,148 | -8.0% | 80,658 | +0.5% | 0.85% | -3.0% |
| Q2 2023 | $4,576,137 | +10.7% | 80,241 | +2.3% | 0.88% | +2.5% |
| Q1 2023 | $4,133,258 | +14.6% | 78,430 | +2.9% | 0.86% | +9.5% |
| Q4 2022 | $3,608,205 | +7.2% | 76,219 | +0.9% | 0.78% | +3.3% |
| Q3 2022 | $3,367,000 | -4.7% | 75,536 | +2.4% | 0.76% | -3.0% |
| Q2 2022 | $3,534,000 | -14.9% | 73,742 | +4.8% | 0.78% | -3.7% |
| Q1 2022 | $4,155,000 | -10.3% | 70,384 | +0.4% | 0.81% | -9.4% |
| Q4 2021 | $4,633,000 | +18.5% | 70,120 | +12.5% | 0.89% | +13.8% |
| Q3 2021 | $3,911,000 | -10.5% | 62,332 | -9.8% | 0.78% | -6.2% |
| Q2 2021 | $4,372,000 | +13.6% | 69,129 | +6.4% | 0.84% | +4.2% |
| Q1 2021 | $3,847,000 | +10.3% | 64,969 | +6.6% | 0.80% | +10.3% |
| Q4 2020 | $3,489,000 | – | 60,956 | – | 0.73% | – |
Download | ||||||
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% |