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 | $4,067 | -8.3% | 77,894 | -2.4% | 0.02% | -4.2% |
| Q2 2023 | $4,435 | +30.9% | 79,769 | +24.1% | 0.02% | 0.0% |
| Q1 2023 | $3,389 | +10.9% | 64,300 | -0.4% | 0.02% | +20.0% |
| Q4 2022 | $3,056 | -99.9% | 64,555 | +1.0% | 0.02% | -9.1% |
| Q3 2022 | $2,850,000 | -4.6% | 63,942 | +2.6% | 0.02% | -4.3% |
| Q2 2022 | $2,987,000 | -19.0% | 62,320 | -0.2% | 0.02% | -11.5% |
| Q1 2022 | $3,686,000 | -5.9% | 62,439 | +5.3% | 0.03% | -7.1% |
| Q4 2021 | $3,916,000 | +5.6% | 59,277 | +0.3% | 0.03% | -6.7% |
| Q3 2021 | $3,709,000 | +2.3% | 59,124 | +3.1% | 0.03% | 0.0% |
| Q2 2021 | $3,626,000 | +15.2% | 57,323 | +7.8% | 0.03% | 0.0% |
| Q1 2021 | $3,148,000 | +7.8% | 53,164 | +4.2% | 0.03% | -3.2% |
| Q4 2020 | $2,919,000 | +18.8% | 50,999 | +0.8% | 0.03% | 0.0% |
| Q3 2020 | $2,458,000 | +10.9% | 50,597 | +1.6% | 0.03% | +3.3% |
| Q2 2020 | $2,216,000 | -44.5% | 49,782 | -55.6% | 0.03% | -56.5% |
| Q1 2020 | $3,996,000 | -5.3% | 112,216 | +13.7% | 0.07% | +15.0% |
| Q4 2019 | $4,219,000 | +15.1% | 98,667 | +4.1% | 0.06% | +1.7% |
| Q3 2019 | $3,665,000 | -45.3% | 94,807 | -45.4% | 0.06% | -38.5% |
| Q2 2019 | $6,701,000 | -3.3% | 173,740 | -4.8% | 0.10% | -10.3% |
| Q1 2019 | $6,930,000 | -17.8% | 182,419 | -28.0% | 0.11% | -29.6% |
| Q4 2018 | $8,429,000 | +40.1% | 253,440 | +63.1% | 0.15% | +49.0% |
| Q3 2018 | $6,017,000 | +62.2% | 155,401 | +51.7% | 0.10% | +25.9% |
| Q2 2018 | $3,710,000 | +38.4% | 102,407 | +39.0% | 0.08% | +42.1% |
| Q1 2018 | $2,680,000 | -39.4% | 73,666 | -40.9% | 0.06% | -32.1% |
| Q4 2017 | $4,419,000 | +18.6% | 124,679 | +14.8% | 0.08% | +9.1% |
| Q3 2017 | $3,727,000 | +21.5% | 108,567 | +12.4% | 0.08% | +30.5% |
| Q2 2017 | $3,068,000 | – | 96,582 | – | 0.06% | – |
Download | ||||||
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% |