XML Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 128 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
XML Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$352,000
+25.3%
7,912
+0.1%
0.12%
+0.8%
Q1 2020$281,000
-17.4%
7,901
-0.5%
0.12%
-2.4%
Q4 2019$340,0007,9410.12%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Retirement Planning Group, LLC 1,700,082$106,663,00012.13%
H&H Retirement Design & Management INC 174,761$10,858,0006.68%
Concord Wealth Partners 248,720$15,605,0006.39%
New England Private Wealth Advisors LLC 490,247$30,768,0005.74%
Corrigan Financial, Inc. 270,467$16,969,0785.19%
VAUGHAN & Co SECURITIES, INC. 109,830$6,891,0005.15%
Beaumont Asset Management, L.L.C. 107,884$6,768,0005.04%
Financial Engines Advisors L.L.C. 27,147,445$1,703,230,0005.03%
AlphaCore Capital LLC 124,139$7,788,0003.95%
HBK Sorce Advisory LLC 892,416$55,990,0003.09%
View complete list of ISHARES TR shareholders