CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 94 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$567
-3.6%
9,6340.0%0.00%
-25.0%
Q2 2023$588
+3.7%
9,634
-4.2%
0.00%0.0%
Q1 2023$567
+7.2%
10,0540.0%0.00%0.0%
Q4 2022$529
-99.9%
10,0540.0%0.00%0.0%
Q3 2022$497,000
-18.1%
10,054
-14.0%
0.00%
-20.0%
Q2 2022$607,000
+241.0%
11,690
+311.9%
0.01%
+400.0%
Q1 2022$178,000
-5.3%
2,8380.0%0.00%0.0%
Q4 2021$188,000
+9.3%
2,8380.0%0.00%0.0%
Q2 2021$172,0000.0%2,8380.0%0.00%0.0%
Q1 2021$172,0000.0%2,8380.0%0.00%0.0%
Q4 2020$172,0000.0%2,8380.0%0.00%0.0%
Q3 2020$172,0000.0%2,8380.0%0.00%0.0%
Q2 2020$172,0000.0%2,8380.0%0.00%0.0%
Q1 2020$172,0000.0%2,8380.0%0.00%0.0%
Q4 2019$172,0000.0%2,8380.0%0.00%0.0%
Q3 2019$172,0000.0%2,8380.0%0.00%0.0%
Q2 2019$172,0000.0%2,8380.0%0.00%0.0%
Q1 2019$172,000
-85.4%
2,838
-65.7%
0.00%
-96.6%
Q4 2018$1,181,000
+698.0%
8,283
+842.3%
0.03%
+625.0%
Q3 2018$148,000
+17.5%
879
+7.3%
0.00%0.0%
Q2 2018$126,0000.0%8190.0%0.00%
-20.0%
Q1 2018$126,000
-3.1%
8190.0%0.01%
-16.7%
Q4 2017$130,000
+5.7%
8190.0%0.01%0.0%
Q3 2017$123,000
-7.5%
819
-9.6%
0.01%
-14.3%
Q2 2017$133,000
+3.1%
9060.0%0.01%0.0%
Q1 2017$129,000
+7.5%
9060.0%0.01%0.0%
Q4 2016$120,000
+3.4%
9060.0%0.01%
-12.5%
Q3 2016$116,000
+4.5%
9060.0%0.01%0.0%
Q2 2016$111,0009060.01%
Other shareholders
ISHARES TR shareholders Q2 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