Covington Capital Management - 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
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$26,0007250.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Essex Private Wealth Management, LLC 31,216$1,391,0005.55%
VAUGHAN & Co SECURITIES, INC. 133,761$5,962,0005.15%
Financial Engines Advisors L.L.C. 31,107,810$1,386,475,0004.52%
New England Private Wealth Advisors LLC 363,782$16,216,0003.80%
CFS Investment Advisory Services, LLC 10,917,660$15,344,0003.53%
Sweet Financial Partners, LLC 217,245$9,683,0003.08%
Concord Wealth Partners 206,993$9,226,0002.93%
BARRETT & COMPANY, INC. 85,062$4,026,8242.66%
AlphaCore Capital LLC 124,108$5,531,0002.52%
Sentinus, LLC 70,059$3,150,0001.97%
View complete list of ISHARES TR shareholders