XML Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - 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 Q2 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders