COURIER CAPITAL LLC - ISHARES TR ownership

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
COURIER CAPITAL LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$684,891
-5.9%
13,118
+0.2%
0.06%0.0%
Q2 2023$727,582
+6.9%
13,086
+1.3%
0.06%
-24.0%
Q1 2023$680,568
+10.1%
12,914
-1.1%
0.08%
+5.6%
Q4 2022$618,260
+4.8%
13,060
-1.3%
0.07%
-2.7%
Q3 2022$590,000
-9.0%
13,235
-2.1%
0.07%
-3.9%
Q2 2022$648,000
-27.7%
13,513
-10.9%
0.08%
-15.6%
Q1 2022$896,000
-7.2%
15,173
+3.8%
0.09%0.0%
Q4 2021$966,000
+11.9%
14,622
+6.3%
0.09%
+9.8%
Q3 2021$863,000
+2.4%
13,753
+3.2%
0.08%
+2.5%
Q2 2021$843,000
+89.0%
13,325
+77.1%
0.08%
+77.8%
Q1 2021$446,000
+29.7%
7,523
+25.1%
0.04%
+21.6%
Q4 2020$344,000
+45.1%
6,015
+31.9%
0.04%
+32.1%
Q3 2020$237,0004,5600.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Retirement Planning Group, LLC 1,506,041$86,206,00012.49%
Beaumont Asset Management, L.L.C. 106,090$6,072,0005.47%
Financial Engines Advisors L.L.C. 27,270,716$1,561,268,0005.32%
TOBIAS FINANCIAL ADVISORS, INC. 193,153$11,056,0005.06%
New England Private Wealth Advisors LLC 333,573$19,090,0004.19%
Essex Private Wealth Management, LLC 48,814$2,794,0002.73%
CFS Investment Advisory Services, LLC 226,166$12,946,0002.06%
AlphaCore Capital LLC 37,668$2,156,0001.61%
REDW Wealth LLC 73,185$4,189,0001.55%
ASSET MANAGEMENT CORP /IL/ /ADV 45,743$2,710,0001.51%
View complete list of ISHARES TR shareholders