Covington Capital Management - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 208 filers reported holding ISHARES TR in Q3 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 Q3 2022
NameSharesValueWeighting ↓
Alpha Financial Advisors, LLC 342,959$17,905,87911.34%
Essex Private Wealth Management, LLC 29,793$1,555,5075.31%
Financial Engines Advisors L.L.C. 33,439,651$1,745,884,1834.59%
VAUGHAN & Co SECURITIES, INC. 99,118$5,174,9353.84%
New England Private Wealth Advisors LLC 339,630$17,748,7703.70%
Sweet Financial Partners, LLC 196,079$10,237,2922.71%
BARRETT & COMPANY, INC. 85,245$4,450,6592.62%
Concord Wealth Partners 147,563$7,704,2481.64%
Archford Capital Strategies, LLC 142,611$7,445,7181.49%
Stratos Investment Management, LLC 153,294$8,003,5301.20%
View complete list of ISHARES TR shareholders