XML Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 579 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

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 Q2 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 705,088$42,298,70326.20%
Acorns Advisers, LLC 26,624,296$1,597,19121.96%
AMICA MUTUAL INSURANCE CO 2,748,499$164,85519.39%
Tiller Private Wealth, Inc. 452,551$27,148,53414.76%
Hardy Reed LLC 1,342,542$80,539,11514.60%
CAHABA WEALTH MANAGEMENT, INC. 1,497,541$89,837,5129.90%
Magnolia Wealth Management, LLC 176,787$10,605,4529.87%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2,867,965$172,049,2229.66%
Astoria Strategic Wealth, Inc. 425,801$25,543,8029.61%
Johnson Financial Group, Inc. 2,246,348$134,758,3849.36%
View complete list of ISHARES TR shareholders