XML Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 188 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
XML Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,110,206
-3.9%
18,612
+0.4%
0.13%
-0.7%
Q2 2023$1,155,622
+12.6%
18,5370.0%0.13%
+7.2%
Q1 2023$1,026,186
+13.7%
18,5370.0%0.12%
+10.6%
Q4 2022$902,381
-0.4%
18,537
-1.3%
0.11%
-10.3%
Q3 2022$906,000
-5.0%
18,775
-1.4%
0.13%
-41.7%
Q2 2022$954,000
-22.9%
19,0450.0%0.22%
+46.9%
Q1 2022$1,238,000
-3.9%
19,045
+6.2%
0.15%
-5.2%
Q4 2021$1,288,000
+9.6%
17,9300.0%0.16%
-1.3%
Q3 2021$1,175,000
+1.2%
17,9300.0%0.16%
-38.4%
Q2 2021$1,161,000
+12.3%
17,930
+400.0%
0.26%
+1.2%
Q1 2021$1,034,000
-0.6%
3,5860.0%0.25%
-6.7%
Q4 2020$1,040,000
+7.1%
3,586
-1.2%
0.27%
-10.9%
Q3 2020$971,000
+52.0%
3,630
+33.3%
0.30%
+36.5%
Q2 2020$639,000
+26.3%
2,7240.0%0.22%
+1.4%
Q1 2020$506,000
+13.2%
2,724
+27.9%
0.22%
+35.2%
Q4 2019$447,0002,1290.16%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
KILEY JUERGENS WEALTH MANAGEMENT, LLC 195,578$12,665,0005.80%
FAS Wealth Partners, Inc. 878,504$56,892,0005.34%
Clearstead Advisors, LLC 837,559$54,240,0004.17%
Equitable Holdings, Inc. 3,649,835$236,363,0004.07%
Corsicana & Co. 54,930$3,557,0002.25%
DB Wealth Management Group, LLC 39,694$2,571,0001.65%
Treybourne Wealth Planners, Inc. 36,945$2,393,0001.48%
Brand Asset Management Group, Inc. 41,806$2,707,0001.32%
Towerpoint Wealth, LLC 30,350$1,965,0000.98%
TAP Consulting, LLC 52,822$3,421,0000.96%
View complete list of ISHARES TR shareholders