Benchmark Financial Wealth Advisors, LLC - 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
Benchmark Financial Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$204,000
-20.6%
4,266
-2.2%
0.10%
-3.7%
Q1 2022$257,000
-10.1%
4,361
+0.8%
0.11%
-9.2%
Q4 2021$286,000
+16.3%
4,326
+10.2%
0.12%
+2.6%
Q3 2021$246,000
-0.8%
3,9270.0%0.12%
-0.8%
Q2 2021$248,000
+8.3%
3,927
+1.6%
0.12%
-5.6%
Q1 2021$229,000
+10.6%
3,864
-33.5%
0.12%
-39.9%
Q1 2020$207,000
-46.4%
5,810
-35.6%
0.21%
-35.0%
Q4 2019$386,000
-5.4%
9,022
-14.6%
0.32%
-20.0%
Q3 2019$408,000
-13.4%
10,565
-13.5%
0.40%
-12.9%
Q2 2019$471,000
+13.8%
12,219
+12.1%
0.46%
+6.2%
Q1 2019$414,000
+28.2%
10,896
+12.2%
0.43%
+8.0%
Q4 2018$323,0009,7100.40%
Other shareholders
ISHARES TR shareholders Q3 2022
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