XML Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 344 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
XML Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,390,167
-1.2%
98,852
-1.4%
0.89%
+2.4%
Q2 2023$7,478,096
+7.3%
100,229
+2.3%
0.86%
+1.9%
Q1 2023$6,970,756
+0.2%
97,959
+6.2%
0.85%
-2.9%
Q4 2022$6,959,106
+7.1%
92,210
-4.2%
0.87%
-3.1%
Q3 2022$6,500,000
+1.1%
96,222
+4.8%
0.90%
-37.9%
Q2 2022$6,427,000
-9.1%
91,839
+9.8%
1.45%
+72.8%
Q1 2022$7,067,000
+41.0%
83,606
+44.6%
0.84%
+39.2%
Q4 2021$5,011,000
+20.5%
57,803
+14.7%
0.60%
+8.8%
Q3 2021$4,159,000
+9.9%
50,378
+7.9%
0.56%
-33.4%
Q2 2021$3,785,000
+21.0%
46,703
+11.8%
0.83%
+9.3%
Q1 2021$3,127,000
+20.4%
41,763
+7.4%
0.76%
+13.2%
Q4 2020$2,597,000
+31.1%
38,896
+122.8%
0.67%
+8.9%
Q3 2020$1,981,000
+3.0%
17,4560.0%0.62%
-7.3%
Q2 2020$1,923,000
+18.2%
17,456
+4.4%
0.67%
-5.1%
Q1 2020$1,627,000
-34.2%
16,721
-6.9%
0.70%
-21.8%
Q4 2019$2,474,00017,9590.90%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Thai Life Insurance PCL. 115,896$11,759,00011.90%
Commonwealth Financial Services, LLC 36,692$3,724,0003.67%
BANK HAPOALIM BM 100,000$10,146,0002.71%
Stillwater Capital Advisors, LLC 81,723$8,292,0002.22%
Somerset Group LLC 20,391$2,069,0002.05%
Peachtree Investment Advisors, Inc. 17,909$1,817,0001.78%
Madden Advisory Services, Inc. 25,715$2,609,0001.77%
Pinnacle Family Advisors, LLC 27,925$2,833,0001.73%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,247$3,779,0001.40%
PETTYJOHN, WOOD & WHITE, INC 35,245$3,576,0001.39%
View complete list of ISHARES TR shareholders