BARRETT & COMPANY, INC. - 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
BARRETT & COMPANY, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,450,659
-5.0%
85,245
+1.2%
2.62%
-3.5%
Q2 2023$4,684,807
+3.9%
84,259
-1.5%
2.72%
-4.9%
Q1 2023$4,510,020
+12.0%
85,579
+0.6%
2.86%
+7.4%
Q4 2022$4,026,8240.0%85,0620.0%2.66%0.0%
Q3 2022$4,026,82485,0622.66%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Retirement Planning Group, LLC 1,506,041$86,206,00012.49%
Beaumont Asset Management, L.L.C. 106,090$6,072,0005.47%
Financial Engines Advisors L.L.C. 27,270,716$1,561,268,0005.32%
TOBIAS FINANCIAL ADVISORS, INC. 193,153$11,056,0005.06%
New England Private Wealth Advisors LLC 333,573$19,090,0004.19%
Essex Private Wealth Management, LLC 48,814$2,794,0002.73%
CFS Investment Advisory Services, LLC 226,166$12,946,0002.06%
AlphaCore Capital LLC 37,668$2,156,0001.61%
REDW Wealth LLC 73,185$4,189,0001.55%
ASSET MANAGEMENT CORP /IL/ /ADV 45,743$2,710,0001.51%
View complete list of ISHARES TR shareholders