Covington Capital Management - ISHARES TR ownership

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ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 180 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Covington Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$32,000
-8.6%
7250.0%0.00%0.0%
Q2 2022$35,000
-18.6%
7250.0%0.00%
-50.0%
Q1 2022$43,000
-10.4%
7250.0%0.00%0.0%
Q4 2021$48,000
+6.7%
7250.0%0.00%0.0%
Q3 2021$45,000
-2.2%
7250.0%0.00%0.0%
Q2 2021$46,000
+7.0%
7250.0%0.00%0.0%
Q1 2021$43,000
+4.9%
7250.0%0.00%0.0%
Q4 2020$41,000
+17.1%
7250.0%0.00%0.0%
Q3 2020$35,000
+9.4%
7250.0%0.00%0.0%
Q2 2020$32,000
+23.1%
7250.0%0.00%0.0%
Q1 2020$26,000
-16.1%
7250.0%0.00%0.0%
Q4 2019$31,000
+10.7%
7250.0%0.00%0.0%
Q3 2019$28,0000.0%7250.0%0.00%0.0%
Q2 2019$28,0000.0%7250.0%0.00%0.0%
Q1 2019$28,000
+16.7%
7250.0%0.00%0.0%
Q4 2018$24,000
-14.3%
7250.0%0.00%0.0%
Q3 2018$28,000
+7.7%
7250.0%0.00%0.0%
Q2 2018$26,0000.0%7250.0%0.00%0.0%
Q1 2018$26,000–725–0.00%–
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Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Alpha Financial Advisors, LLC 301,473$14,271,71712.39%
Essex Private Wealth Management, LLC 31,197$1,476,8865.54%
Financial Engines Advisors L.L.C. 33,165,738$1,570,066,0814.49%
VAUGHAN & Co SECURITIES, INC. 105,436$4,991,3193.98%
New England Private Wealth Advisors LLC 332,212$15,727,0783.33%
Concord Wealth Partners 230,797$10,925,9203.29%
Sweet Financial Partners, LLC 199,963$9,466,2582.78%
BARRETT & COMPANY, INC. 85,062$4,026,8242.66%
AlphaCore Capital LLC 131,641$6,231,8662.42%
Sentinus, LLC 65,792$3,076,4851.80%
View complete list of ISHARES TR shareholders