ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 243 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $320,301 | -7.4% | 6,187 | -0.5% | 0.26% | -7.6% |
| Q2 2023 | $345,888 | +4.3% | 6,221 | -1.1% | 0.28% | -3.5% |
| Q1 2023 | $331,588 | +6.6% | 6,292 | -4.3% | 0.29% | +25.4% |
| Q4 2022 | $311,118 | -27.1% | 6,572 | -29.5% | 0.23% | -34.7% |
| Q3 2022 | $427,000 | -11.2% | 9,328 | -6.5% | 0.35% | -1.7% |
| Q2 2022 | $481,000 | -20.4% | 9,974 | -2.2% | 0.36% | +6.0% |
| Q1 2022 | $604,000 | +0.3% | 10,195 | 0.0% | 0.34% | -11.8% |
| Q4 2021 | $602,000 | – | 10,195 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Planning Group, LLC | 1,700,082 | $106,663,000 | 12.13% |
| H&H Retirement Design & Management INC | 174,761 | $10,858,000 | 6.68% |
| Concord Wealth Partners | 248,720 | $15,605,000 | 6.39% |
| New England Private Wealth Advisors LLC | 490,247 | $30,768,000 | 5.74% |
| Corrigan Financial, Inc. | 270,467 | $16,969,078 | 5.19% |
| VAUGHAN & Co SECURITIES, INC. | 109,830 | $6,891,000 | 5.15% |
| Beaumont Asset Management, L.L.C. | 107,884 | $6,768,000 | 5.04% |
| Financial Engines Advisors L.L.C. | 27,147,445 | $1,703,230,000 | 5.03% |
| AlphaCore Capital LLC | 124,139 | $7,788,000 | 3.95% |
| HBK Sorce Advisory LLC | 892,416 | $55,990,000 | 3.09% |