XML Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 122 filers reported holding ISHARES TR in Q3 2021. 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$228,646
-5.6%
3,8280.0%0.03%
-3.6%
Q2 2023$242,274
+4.4%
3,8280.0%0.03%0.0%
Q1 2023$232,130
+3.4%
3,8280.0%0.03%0.0%
Q4 2022$224,589
+9.0%
3,8280.0%0.03%
-3.4%
Q3 2022$206,000
-4.6%
3,8280.0%0.03%
-40.8%
Q2 2022$216,000
-16.3%
3,8280.0%0.05%
+58.1%
Q1 2022$258,000
-5.1%
3,8280.0%0.03%
-6.1%
Q4 2021$272,000
+6.7%
3,8280.0%0.03%
-2.9%
Q3 2021$255,000
-0.8%
3,8280.0%0.03%
-40.4%
Q2 2021$257,000
+6.6%
3,828
+300.0%
0.06%
-3.4%
Q1 2021$241,000
+7.6%
9570.0%0.06%
+1.7%
Q4 2020$224,0009570.06%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
PACIFIC FINANCIAL GROUP INC 90,740$5,419,8823.53%
YARGER WEALTH STRATEGIES, LLC 68,405$4,085,8223.48%
Benchmark Wealth Management, LLC 65,494$3,911,9572.50%
Matrix Trust Co 157,955$9,4352.46%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110,669$6,610,2432.24%
Sunburst Financial Group, LLC 69,940$4,177,5161.47%
Pitti Group Wealth Management, LLC 19,018$1,135,9541.30%
Brand Asset Management Group, Inc. 37,820$2,258,9851.16%
MEANS INVESTMENT CO., INC. 86,744$5,181,2140.85%
FLAGSTAR ADVISORS INC 27,680$1,661,5400.63%
View complete list of ISHARES TR shareholders