XML Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 132 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 2022
NameSharesValueWeighting ↓
YARGER WEALTH STRATEGIES, LLC 72,357$4,245,1805.26%
PACIFIC FINANCIAL GROUP INC 95,990$5,631,7184.22%
Benchmark Wealth Management, LLC 84,468$4,955,7383.57%
Matrix Trust Co 148,922$8,7372.21%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 95,298$5,591,1461.98%
OmniStar Financial Group, Inc. 22,949$1,346,3951.53%
Sunburst Financial Group, LLC 62,331$3,656,9601.46%
Pitti Group Wealth Management, LLC 17,703$1,038,6061.24%
Brand Asset Management Group, Inc. 38,370$2,251,1731.14%
Empirical Asset Management, LLC 13,095$768,2620.81%
View complete list of ISHARES TR shareholders