ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 215 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $741,800 | -6.1% | 14,208 | 0.0% | 0.00% | – |
| Q2 2023 | $789,965 | +1.6% | 14,208 | -3.7% | 0.00% | – |
| Q1 2023 | $777,220 | +11.3% | 14,748 | 0.0% | 0.00% | – |
| Q4 2022 | $698,170 | -30.7% | 14,748 | -34.7% | 0.00% | – |
| Q3 2022 | $1,007,000 | -39.0% | 22,599 | -34.4% | 0.00% | – |
| Q2 2022 | $1,652,000 | -19.0% | 34,472 | -0.2% | 0.00% | – |
| Q1 2022 | $2,040,000 | -74.2% | 34,552 | -71.1% | 0.00% | -100.0% |
| Q4 2021 | $7,909,000 | +14.8% | 119,711 | +9.0% | 0.00% | +100.0% |
| Q3 2021 | $6,890,000 | +28.5% | 109,817 | +29.5% | 0.00% | 0.0% |
| Q2 2021 | $5,362,000 | +7.6% | 84,780 | +0.7% | 0.00% | 0.0% |
| Q1 2021 | $4,983,000 | +158.7% | 84,149 | +150.1% | 0.00% | – |
| Q4 2020 | $1,926,000 | +30.0% | 33,641 | -19.1% | 0.00% | -100.0% |
| Q1 2020 | $1,481,000 | -37.8% | 41,600 | -36.7% | 0.00% | 0.0% |
| Q2 2018 | $2,381,000 | +280.4% | 65,729 | +211.9% | 0.00% | – |
| Q1 2017 | $626,000 | +206.9% | 21,076 | +177.1% | 0.00% | – |
| Q4 2016 | $204,000 | -41.2% | 7,606 | -42.2% | 0.00% | – |
| Q3 2016 | $347,000 | -3.1% | 13,156 | -10.2% | 0.00% | – |
| Q2 2016 | $358,000 | -23.0% | 14,657 | -23.8% | 0.00% | – |
| Q1 2016 | $465,000 | -22.2% | 19,245 | -20.0% | 0.00% | – |
| Q4 2015 | $598,000 | -74.1% | 24,067 | -73.6% | 0.00% | -100.0% |
| Q1 2015 | $2,306,000 | – | 91,131 | – | 0.00% | – |
Download | ||||||
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% |