DAYMARK WEALTH PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 204 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
DAYMARK WEALTH PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,322,788
-5.2%
82,796
+0.9%
0.30%
-12.1%
Q2 2023$4,562,157
+6.0%
82,053
+0.5%
0.34%
-40.6%
Q1 2023$4,302,621
+6.7%
81,644
-4.2%
0.57%
-19.9%
Q4 2022$4,033,16285,1960.71%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Retirement Planning Group, LLC 1,488,684$88,160,00012.14%
H&H Retirement Design & Management INC 177,657$10,917,0006.56%
Beaumont Asset Management, L.L.C. 107,890$6,389,0005.36%
Corrigan Financial, Inc. 250,779$14,851,1354.96%
Financial Engines Advisors L.L.C. 26,228,361$1,553,244,0004.85%
AlphaCore Capital LLC 114,068$6,755,0004.52%
TOBIAS FINANCIAL ADVISORS, INC. 179,167$10,610,0004.50%
Concord Wealth Partners 224,790$13,312,0004.48%
New England Private Wealth Advisors LLC 391,448$23,184,0004.00%
Essex Private Wealth Management, LLC 45,161$2,674,0002.55%
View complete list of ISHARES TR shareholders