XML Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 444 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
XML Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,729,216
-42.0%
28,825
-39.5%
0.21%
-40.0%
Q2 2023$2,981,969
-0.5%
47,620
-1.6%
0.34%
-5.5%
Q1 2023$2,997,040
+5.2%
48,378
-1.7%
0.36%
+2.0%
Q4 2022$2,848,760
+12.7%
49,218
-0.8%
0.36%
+2.0%
Q3 2022$2,527,000
-9.1%
49,629
+1.8%
0.35%
-44.2%
Q2 2022$2,781,000
-14.5%
48,768
-0.1%
0.63%
+62.5%
Q1 2022$3,252,000
-7.3%
48,839
-1.3%
0.39%
-8.5%
Q4 2021$3,509,000
-0.3%
49,462
-0.2%
0.42%
-10.0%
Q3 2021$3,519,000
-42.7%
49,557
-40.8%
0.47%
-65.2%
Q2 2021$6,138,000
+4.0%
83,744
-0.3%
1.35%
-6.2%
Q1 2021$5,901,000
-1.9%
83,960
-6.2%
1.44%
-7.7%
Q4 2020$6,013,000
+9.5%
89,494
-4.9%
1.56%
-9.0%
Q3 2020$5,490,000
+3.4%
94,095
-3.3%
1.71%
-6.9%
Q2 2020$5,307,000
+12.9%
97,335
-2.7%
1.84%
-9.3%
Q1 2020$4,701,000100,0072.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 611,274$43,237,00026.36%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 8,933,000$633,708,00023.32%
Acorns Advisers, LLC 19,472,655$1,381,390,00022.50%
KEMPER Corp 1,213,087$86,056,00018.32%
AlphaCore Capital LLC 590,975$41,924,00018.28%
Brightworth 2,776,970$196,998,00018.04%
Newman & Schimel, LLC 447,655$31,757,00018.01%
AMICA MUTUAL INSURANCE CO 2,929,645$207,829,00017.57%
Hardy Reed LLC 1,286,093$91,235,00015.02%
AAF Wealth Management, LLC 265,806$18,860,00013.64%
View complete list of ISHARES TR shareholders