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 ↓
Edelman Financial Services, LLC 40,274,764$1,465,196,00014.51%
Manifold Partners, LLC 236,779$8,621,0008.80%
REDW Wealth LLC 271,306$9,870,0007.36%
New England Private Wealth Advisors LLC 306,678$11,156,0003.15%
Horizon Investments, LLC 703,400$25,590,0001.12%
Ruggie Capital Group 47,950$1,743,0000.94%
Donoghue Forlines LLC 280,785$10,215,0000.89%
FOUNDERS FINANCIAL SECURITIES LLC 50,989$1,855,0000.60%
Mathes Company, Inc. 34,025$1,238,0000.58%
VALLEY NATIONAL ADVISERS INC 27,957$1,017,0000.38%
View complete list of ISHARES TR shareholders