Rockefeller Capital Management L.P. - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 220 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Rockefeller Capital Management L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$478,331
+105491.8%
8,603
+0.0%
0.00%0.0%
Q1 2023$453
-2.4%
8,599
-12.3%
0.00%0.0%
Q4 2022$464
-99.9%
9,805
+0.1%
0.00%0.0%
Q3 2022$436,000
+5.3%
9,800
+13.3%
0.00%0.0%
Q2 2022$414,000
-18.8%
8,652
+0.0%
0.00%0.0%
Q1 2022$510,000
-10.5%
8,649
+0.1%
0.00%
-33.3%
Q4 2021$570,000
+8.0%
8,638
+2.6%
0.00%0.0%
Q3 2021$528,000
+1.7%
8,418
+2.4%
0.00%0.0%
Q2 2021$519,000
+7.0%
8,218
+0.3%
0.00%0.0%
Q1 2021$485,000
+26.6%
8,195
+22.4%
0.00%0.0%
Q4 2020$383,000
+1060.6%
6,695
+864.7%
0.00%
Q3 2020$33,000
-49.2%
694
-52.2%
0.00%
-100.0%
Q2 2020$65,000
+25.0%
1,4530.0%0.00%0.0%
Q1 2020$52,000
-16.1%
1,4530.0%0.00%0.0%
Q4 2019$62,000
+10.7%
1,4530.0%0.00%0.0%
Q3 2019$56,0001,4530.00%
Other shareholders
ISHARES TR shareholders Q2 2023
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