Consolidated Planning Corp - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 218 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Consolidated Planning Corp ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,195,661
-6.6%
22,901
-0.6%
0.26%
-1.9%
Q2 2023$1,280,690
+7.2%
23,034
+1.6%
0.27%
-12.9%
Q1 2023$1,195,078
+6.1%
22,677
-4.7%
0.31%
-0.6%
Q4 2022$1,126,503
-13.0%
23,796
-11.9%
0.31%
-23.0%
Q2 2022$1,295,00027,0090.40%
Other shareholders
ISHARES TR shareholders Q3 2023
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