XML Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 679 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
XML Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$716,902
-14.6%
6,891
-14.1%
0.08%
-18.6%
Q1 2023$839,839
+1.6%
8,023
+1.2%
0.10%
-1.9%
Q4 2022$826,267
+108.7%
7,924
+109.6%
0.10%
+15.6%
Q2 2022$396,000
+72.2%
3,781
+74.6%
0.09%
-9.1%
Q1 2020$230,000
-0.4%
2,1660.0%0.10%
+17.9%
Q4 2019$231,0002,1660.08%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 536,675$55,959,00017.74%
Horiko Capital Management LLC 194,961$20,328,58315.69%
DGS Capital Management, LLC 197,076$20,549,11313.44%
Windham Capital Management, LLC 326,499$34,044,03613.08%
Manhattan West Asset Management, LLC 245,167$25,563,56313.05%
WIT, LLC 3,819$398,162,90810.92%
Financial Council, LLC 156,358$16,303,44910.21%
Cardinal Strategic Wealth Guidance 194,942$20,326,6029.77%
Williams Financial, LLC 82,511$8,603,3927.47%
ANGELES WEALTH MANAGEMENT, LLC 363,970$37,951,1526.64%
View complete list of ISHARES TR shareholders