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 | $40,328,541 | -1.1% | 772,429 | +5.3% | 0.00% | 0.0% |
| Q2 2023 | $40,768,472 | +7.4% | 733,246 | +1.8% | 0.00% | 0.0% |
| Q1 2023 | $37,952,973 | +11.1% | 720,170 | -0.2% | 0.00% | 0.0% |
| Q4 2022 | $34,167,919 | -2.0% | 721,756 | -7.7% | 0.00% | 0.0% |
| Q3 2022 | $34,870,000 | -18.3% | 782,386 | -12.1% | 0.00% | -20.0% |
| Q2 2022 | $42,663,000 | -27.5% | 890,133 | -10.7% | 0.01% | -16.7% |
| Q1 2022 | $58,880,000 | -19.4% | 997,286 | -9.8% | 0.01% | -14.3% |
| Q4 2021 | $73,055,000 | +7.4% | 1,105,724 | +2.0% | 0.01% | 0.0% |
| Q3 2021 | $68,025,000 | +2.9% | 1,084,227 | +3.8% | 0.01% | 0.0% |
| Q2 2021 | $66,086,000 | +20.5% | 1,044,827 | +12.9% | 0.01% | +16.7% |
| Q1 2021 | $54,828,000 | +20.3% | 925,823 | +16.3% | 0.01% | 0.0% |
| Q4 2020 | $45,575,000 | +24.8% | 796,211 | +5.9% | 0.01% | +20.0% |
| Q3 2020 | $36,531,000 | +14.8% | 751,972 | +5.2% | 0.01% | 0.0% |
| Q2 2020 | $31,822,000 | +34.0% | 714,788 | +7.2% | 0.01% | +25.0% |
| Q1 2020 | $23,740,000 | -14.0% | 666,649 | +3.2% | 0.00% | 0.0% |
| Q4 2019 | $27,619,000 | +11.9% | 645,922 | +1.1% | 0.00% | 0.0% |
| Q3 2019 | $24,690,000 | +20.4% | 638,634 | +20.1% | 0.00% | +33.3% |
| Q2 2019 | $20,502,000 | +7.4% | 531,550 | +5.7% | 0.00% | 0.0% |
| Q1 2019 | $19,097,000 | +36.9% | 502,671 | +19.9% | 0.00% | +50.0% |
| Q4 2018 | $13,948,000 | -15.1% | 419,340 | -1.2% | 0.00% | -33.3% |
| Q3 2018 | $16,436,000 | +27.1% | 424,490 | +19.0% | 0.00% | +50.0% |
| Q2 2018 | $12,928,000 | -3.9% | 356,849 | -3.5% | 0.00% | 0.0% |
| Q1 2018 | $13,452,000 | +65.9% | 369,770 | +61.6% | 0.00% | +100.0% |
| Q4 2017 | $8,109,000 | +25.2% | 228,792 | +21.3% | 0.00% | 0.0% |
| Q3 2017 | $6,476,000 | +283.6% | 188,652 | +254.9% | 0.00% | – |
| Q2 2017 | $1,688,000 | +27.3% | 53,155 | +19.1% | 0.00% | – |
| Q1 2017 | $1,326,000 | +68.5% | 44,649 | +51.9% | 0.00% | – |
| Q4 2016 | $787,000 | +21.6% | 29,392 | +20.1% | 0.00% | – |
| Q3 2016 | $647,000 | +39.1% | 24,472 | +28.2% | 0.00% | – |
| Q2 2016 | $465,000 | +38.0% | 19,091 | +37.0% | 0.00% | – |
| Q1 2016 | $337,000 | -68.0% | 13,937 | -67.2% | 0.00% | – |
| Q4 2015 | $1,054,000 | +22.3% | 42,455 | +14.4% | 0.00% | – |
| Q3 2015 | $862,000 | – | 37,103 | – | 0.00% | – |
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% |