XML Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 139 filers reported holding ISHARES TR in Q4 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 Q4 2021
NameSharesValueWeighting ↓
WESPAC Advisors, LLC 13,263$2,048,0002.31%
Threshold Group LLC 6,837$1,056,0001.02%
Greenwich Wealth Management LLC 32,958$5,089,0000.90%
WINTRUST INVESTMENTS LLC 6,739$1,041,0000.48%
PARSONS CAPITAL MANAGEMENT INC/RI 22,725$3,509,0000.47%
Summit Asset Management, LLC 4,658$719,0000.44%
Geneos Wealth Management Inc. 15,478$2,390,0000.32%
Liberty Capital Management, Inc. 2,550$389,0000.25%
Ironwood Financial, llc 1,926$297,0000.21%
LADENBURG THALMANN FINANCIAL SERVICES INC. 84,813$13,098,0000.20%
View complete list of ISHARES TR shareholders