CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 232 filers reported holding ISHARES TR in Q4 2021. 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$602
-4.6%
7,302
-1.7%
0.00%0.0%
Q2 2023$631
-1.6%
7,426
-3.4%
0.00%0.0%
Q1 2023$641
-6.8%
7,685
-5.1%
0.00%
-20.0%
Q4 2022$688
-99.9%
8,1010.0%0.01%0.0%
Q3 2022$610,000
-1.9%
8,101
+5.7%
0.01%0.0%
Q2 2022$622,000
-3.3%
7,662
+4.4%
0.01%0.0%
Q1 2022$643,000
-3.0%
7,3380.0%0.01%0.0%
Q4 2021$663,000
+8.7%
7,3380.0%0.01%0.0%
Q2 2021$610,0000.0%7,3380.0%0.01%0.0%
Q1 2021$610,0000.0%7,3380.0%0.01%0.0%
Q4 2020$610,0000.0%7,3380.0%0.01%0.0%
Q3 2020$610,0000.0%7,3380.0%0.01%0.0%
Q2 2020$610,0000.0%7,3380.0%0.01%0.0%
Q1 2020$610,0000.0%7,3380.0%0.01%0.0%
Q4 2019$610,0000.0%7,3380.0%0.01%0.0%
Q3 2019$610,0000.0%7,3380.0%0.01%0.0%
Q2 2019$610,0000.0%7,3380.0%0.01%0.0%
Q1 2019$610,000
-30.4%
7,338
-52.6%
0.01%
-77.3%
Q4 2018$876,000
+1552.8%
15,472
+1741.9%
0.02%
+2100.0%
Q3 2018$53,000
+12.8%
8400.0%0.00%
-50.0%
Q2 2018$47,000
-6.0%
840
+88.8%
0.00%0.0%
Q1 2018$50,0000.0%4450.0%0.00%0.0%
Q4 2017$50,0000.0%4450.0%0.00%0.0%
Q3 2017$50,000
+2.0%
4450.0%0.00%
-33.3%
Q2 2017$49,000
+6.5%
4450.0%0.00%0.0%
Q1 2017$46,000
+15.0%
445
+6.0%
0.00%
+50.0%
Q4 2016$40,000
-4.8%
4200.0%0.00%
-33.3%
Q3 2016$42,0000.0%4200.0%0.00%0.0%
Q2 2016$42,000
+35.5%
420
+31.2%
0.00%0.0%
Q1 2016$31,0003200.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Trident Investment Management, LLC 37,873$2,811,00011.68%
FCA CORP /TX 37,215$2,762,0001.73%
Kingfisher Capital LLC 32,775$2,432,0001.33%
EXENCIAL WEALTH ADVISORS, LLC 16,087$1,277,0000.63%
Financial Architects, Inc 11,025$820,0000.60%
Stearns Financial Services Group 14,047$1,042,0000.47%
East Coast Asset Management, LLC. 11,513$854,0000.46%
NORTHERN CAPITAL MANAGEMENT LLC 7,210$535,0000.33%
Estate Counselors, LLC 8,650$649,0000.33%
Kistler-Tiffany Companies, LLC 3,666$272,0000.23%
View complete list of ISHARES TR shareholders