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 | $296,696 | -5.7% | 5,683 | +0.4% | 0.02% | -6.2% |
| Q2 2023 | $314,570 | +7.5% | 5,658 | +1.9% | 0.02% | 0.0% |
| Q1 2023 | $292,739 | +0.2% | 5,555 | -10.0% | 0.02% | -11.1% |
| Q4 2022 | $292,126 | -83.1% | 6,171 | -82.9% | 0.02% | -84.6% |
| Q3 2022 | $1,727,000 | 0.0% | 36,027 | 0.0% | 0.12% | 0.0% |
| Q2 2022 | $1,727,000 | -27.9% | 36,027 | -0.6% | 0.12% | -18.2% |
| Q4 2021 | $2,394,000 | -9.9% | 36,228 | -14.5% | 0.14% | +68.2% |
| Q3 2021 | $2,658,000 | +1.2% | 42,370 | +2.0% | 0.08% | +1.2% |
| Q2 2021 | $2,626,000 | +7.3% | 41,522 | +0.5% | 0.08% | -4.5% |
| Q1 2021 | $2,447,000 | – | 41,318 | – | 0.09% | – |
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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% |