Crestwood Advisors Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
Crestwood Advisors Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,300,826
-5.2%
18,007
-1.5%
0.03%
-20.9%
Q2 2023$1,371,525
+5.6%
18,287
+0.7%
0.04%0.0%
Q1 2023$1,298,264
+3.9%
18,155
-0.8%
0.04%0.0%
Q4 2022$1,249,412
+6.6%
18,293
-1.6%
0.04%
+2.4%
Q3 2022$1,172,000
-1.1%
18,5930.0%0.04%
+5.0%
Q2 2022$1,185,000
-17.9%
18,593
-0.5%
0.04%
-2.4%
Q1 2022$1,444,000
-9.5%
18,686
-0.1%
0.04%0.0%
Q4 2021$1,595,000
+2.1%
18,711
-5.1%
0.04%
-6.8%
Q3 2021$1,562,000
-4.3%
19,721
-2.2%
0.04%
-6.4%
Q2 2021$1,632,000
-2.6%
20,168
-5.6%
0.05%
-11.3%
Q1 2021$1,675,000
+7.5%
21,368
-0.9%
0.05%
+3.9%
Q4 2020$1,558,000
+32.5%
21,568
+338.6%
0.05%
+15.9%
Q3 2020$1,176,000
+7.9%
4,917
+1.0%
0.04%0.0%
Q2 2020$1,090,000
+24.9%
4,867
-0.5%
0.04%
+2.3%
Q1 2020$873,000
-27.2%
4,892
-2.8%
0.04%
-10.4%
Q4 2019$1,199,000
+5.2%
5,034
-1.1%
0.05%
-4.0%
Q3 2019$1,140,000
-3.9%
5,092
-2.9%
0.05%
-7.4%
Q2 2019$1,186,0005,2420.05%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders