XT — ISHARES TR

Ownership history in Advisory Services Network, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ISHARES TR (XT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,748 +1,707 +4163.4% 0.00% $126K $66.82
2023 Q4 ADDED 41 +1 +2.5% 0.00% $2K $55.07
2023 Q1 UNCHANGED 40 — 0% 0.00% $2K $48.26
2022 Q4 REDUCED 40 -596 -93.7% 0.00% $2K $43.35
2021 Q2 REDUCED 636 -100 -13.6% 0.00% $40K $57.26
2020 Q4 UNCHANGED 736 — 0% 0.00% $42K $51.59
2020 Q3 UNCHANGED 736 — 0% 0.00% $36K $43.63
2020 Q1 REDUCED 736 -213 -22.4% 0.00% $26K $31.80
2019 Q4 INITIATED 949 — — 0.00% $41K $38.19
% of Fund (quarterly)    XT price (monthly, adj. close)

Other funds also holding XT

As of 2025 Q4 — sorted by position size

Financial Engines Advisors L.L.C. 3Y 7Y 4.33% BARRETT & COMPANY, INC. 2.2% Hayek Kallen Investment Management 3Y 7Y 1.81% New England Private Wealth Advisors LLC 3Y 7Y 0.89% Clearwater Capital Advisors, LLC 3Y 7Y 0.72% Atlas Private Wealth Advisors 3Y 0.63% CFS Investment Advisory Services, LLC 3Y 0.56% Wharton Business Group, LLC 3Y 7Y 0.54% Stratos Investment Management, LLC 3Y 0.5% Hayek Kallen Investment Management 3Y 7Y 0.5%
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