JNBA Financial Advisors - ISHARES TR ownership

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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%.

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Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$20,884
-6.1%
4000.0%0.00%0.0%
Q2 2023$22,240
+5.5%
4000.0%0.00%0.0%
Q1 2023$21,080
+11.3%
4000.0%0.00%0.0%
Q4 2022$18,936
+5.2%
4000.0%0.00%0.0%
Q3 2022$18,000
-5.3%
4000.0%0.00%0.0%
Q2 2022$19,000
-20.8%
4000.0%0.00%0.0%
Q1 2022$24,000
-7.7%
4000.0%0.00%0.0%
Q4 2021$26,000
+4.0%
4000.0%0.00%0.0%
Q3 2021$25,0000.0%4000.0%0.00%0.0%
Q2 2021$25,000
+4.2%
4000.0%0.00%0.0%
Q1 2021$24,000
+4.3%
4000.0%0.00%
-25.0%
Q4 2020$23,000
+21.1%
4000.0%0.00%0.0%
Q3 2020$19,000
+5.6%
4000.0%0.00%0.0%
Q2 2020$18,000
+28.6%
4000.0%0.00%
+33.3%
Q1 2020$14,000
-17.6%
4000.0%0.00%0.0%
Q4 2019$17,000
+13.3%
4000.0%0.00%0.0%
Q3 2019$15,0000.0%4000.0%0.00%0.0%
Q2 2019$15,000–400–0.00%–
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Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Alpha Financial Advisors, LLC 339,282$18,864,08811.81%
Essex Private Wealth Management, LLC 30,889$1,717,4445.90%
Financial Engines Advisors L.L.C. 33,495,829$1,862,368,0654.72%
VAUGHAN & Co SECURITIES, INC. 98,797$5,493,0973.90%
New England Private Wealth Advisors LLC 329,158$18,305,6763.70%
Sweet Financial Partners, LLC 197,776$10,996,3202.86%
BARRETT & COMPANY, INC. 84,259$4,684,8072.72%
Concord Wealth Partners 161,850$8,998,8581.94%
Sentinus, LLC 90,490$5,031,2491.59%
Archford Capital Strategies, LLC 145,399$8,283,3651.57%
View complete list of ISHARES TR shareholders