Crestwood Advisors Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 93 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Crestwood Advisors Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,997,374
-4.8%
50,893
-1.3%
0.08%
-20.2%
Q2 2023$3,148,857
+3.0%
51,553
-4.9%
0.10%
-2.9%
Q1 2023$3,058,099
+6.7%
54,212
-0.4%
0.10%
+4.1%
Q4 2022$2,865,353
+7.4%
54,433
+0.8%
0.10%
+3.2%
Q3 2022$2,667,000
-6.4%
53,993
-1.5%
0.10%
-1.0%
Q2 2022$2,848,000
-18.7%
54,818
-1.7%
0.10%
-2.0%
Q1 2022$3,505,000
-8.8%
55,773
-3.6%
0.10%
-2.0%
Q4 2021$3,842,000
+8.6%
57,860
-0.8%
0.10%0.0%
Q3 2021$3,539,000
-1.0%
58,303
-0.9%
0.10%
-2.9%
Q2 2021$3,573,000
+8.0%
58,818
+298.7%
0.10%
-1.0%
Q1 2021$3,308,000
-2.0%
14,752
-5.3%
0.10%
-6.3%
Q4 2020$3,376,000
+9.7%
15,573
-1.3%
0.11%
-4.3%
Q3 2020$3,077,000
+11.2%
15,782
-0.5%
0.12%
+4.5%
Q2 2020$2,768,000
+8.1%
15,862
-9.2%
0.11%
-12.6%
Q1 2020$2,560,000
-20.5%
17,4660.0%0.13%
-0.8%
Q4 2019$3,222,000
+9.1%
17,466
-0.7%
0.13%
-1.5%
Q3 2019$2,954,000
-0.4%
17,590
-2.1%
0.13%
-3.0%
Q2 2019$2,967,000
+2.2%
17,964
-1.0%
0.13%
-35.6%
Q1 2019$2,903,000
+5.8%
18,144
-5.7%
0.21%
-4.6%
Q4 2018$2,743,000
-17.1%
19,248
-2.1%
0.22%
-6.0%
Q3 2018$3,308,000
+1.8%
19,652
-1.9%
0.23%
-1.7%
Q2 2018$3,248,000
+0.7%
20,038
-4.7%
0.24%
-6.7%
Q1 2018$3,224,000
-18.6%
21,028
-15.6%
0.25%
-19.7%
Q4 2017$3,960,000
+3.9%
24,923
-1.5%
0.32%
-3.7%
Q3 2017$3,813,000
+1.0%
25,301
-1.1%
0.33%
+1.6%
Q2 2017$3,777,000
+3.0%
25,5860.0%0.32%
-0.3%
Q1 2017$3,667,000
-21.2%
25,586
-27.1%
0.32%
-28.4%
Q4 2016$4,656,000
-14.0%
35,091
-16.9%
0.45%
-30.3%
Q3 2016$5,414,000
-7.9%
42,216
-11.9%
0.65%
-11.0%
Q2 2016$5,881,000
-11.7%
47,906
-14.4%
0.73%
-7.5%
Q1 2016$6,663,000
-37.4%
55,952
-37.4%
0.79%
-38.8%
Q4 2015$10,647,000
-51.5%
89,415
-54.4%
1.28%
-54.9%
Q3 2015$21,947,000
-8.3%
196,151
-0.9%
2.85%
-10.5%
Q2 2015$23,930,000
-1.4%
198,016
-1.0%
3.19%
-7.9%
Q1 2015$24,267,000
-5.2%
199,994
-3.5%
3.46%
-10.2%
Q4 2014$25,594,000
+8.5%
207,185
+1.1%
3.85%
+4.3%
Q3 2014$23,597,000
+1.8%
204,851
+0.6%
3.69%
-0.1%
Q2 2014$23,177,000
+6.3%
203,579
+3.2%
3.70%
+3.8%
Q1 2014$21,807,000
+14.4%
197,179
+11.5%
3.56%
+17.1%
Q4 2013$19,065,000
+12.6%
176,788
+3.6%
3.04%
+2.5%
Q3 2013$16,937,000
+11.8%
170,583
+8.5%
2.97%
+5.9%
Q2 2013$15,156,000157,2872.80%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 90,594$6,016,0003.89%
Brand Asset Management Group, Inc. 71,037$4,718,0002.12%
Dentgroup LLC 15,338$1,019,0000.96%
Equitable Holdings, Inc. 690,178$45,834,0000.72%
West Coast Financial LLC 41,378$2,748,0000.39%
Red Tortoise LLC 7,232$480,0000.33%
PACIFIC SUN FINANCIAL CORP 9,340$620,0000.33%
LANDAAS & CO /WI /ADV 8,290$551,0000.29%
Karn, Couzens & Associates, Inc. 5,932$394,0000.27%
FLAGSTAR ADVISORS INC 12,278$815,0000.25%
View complete list of ISHARES TR shareholders