Covington Capital Management - ISHARES TR ownership

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
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 Q1 2022
NameSharesValueWeighting ↓
Retirement Planning Group, LLC 1,488,684$88,160,00012.14%
H&H Retirement Design & Management INC 177,657$10,917,0006.56%
Beaumont Asset Management, L.L.C. 107,890$6,389,0005.36%
Corrigan Financial, Inc. 250,779$14,851,1354.96%
Financial Engines Advisors L.L.C. 26,228,361$1,553,244,0004.85%
AlphaCore Capital LLC 114,068$6,755,0004.52%
TOBIAS FINANCIAL ADVISORS, INC. 179,167$10,610,0004.50%
Concord Wealth Partners 224,790$13,312,0004.48%
New England Private Wealth Advisors LLC 391,448$23,184,0004.00%
Essex Private Wealth Management, LLC 45,161$2,674,0002.55%
View complete list of ISHARES TR shareholders