CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 339 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$838
-1.5%
11,604
+2.3%
0.01%0.0%
Q2 2023$851
+16.4%
11,346
+11.1%
0.01%0.0%
Q1 2023$731
+28.2%
10,217
+22.5%
0.01%
+25.0%
Q4 2022$570
-99.9%
8,340
-2.4%
0.00%0.0%
Q3 2022$538,000
+3.3%
8,545
+4.4%
0.00%0.0%
Q2 2022$521,000
-26.3%
8,182
-10.6%
0.00%
-20.0%
Q1 2022$707,000
+7.9%
9,149
+19.0%
0.01%0.0%
Q4 2021$655,000
+15.1%
7,686
+9.4%
0.01%0.0%
Q2 2021$569,0000.0%7,0260.0%0.01%0.0%
Q1 2021$569,0000.0%7,0260.0%0.01%0.0%
Q4 2020$569,0000.0%7,0260.0%0.01%0.0%
Q3 2020$569,0000.0%7,0260.0%0.01%0.0%
Q2 2020$569,0000.0%7,0260.0%0.01%0.0%
Q1 2020$569,0000.0%7,0260.0%0.01%0.0%
Q4 2019$569,0000.0%7,0260.0%0.01%0.0%
Q3 2019$569,0000.0%7,0260.0%0.01%0.0%
Q2 2019$569,0000.0%7,0260.0%0.01%0.0%
Q1 2019$569,000
+107.7%
7,026
+390.3%
0.01%
-28.6%
Q4 2018$274,000
+309.0%
1,433
+401.0%
0.01%
+250.0%
Q3 2018$67,0000.0%286
-4.3%
0.00%0.0%
Q2 2018$67,000
-70.4%
299
-71.1%
0.00%
-77.8%
Q1 2018$226,000
+707.1%
1,033
+707.0%
0.01%
+800.0%
Q4 2017$28,000
-98.4%
128
-98.5%
0.00%
-98.8%
Q3 2017$1,738,000
+5166.7%
8,587
+5072.9%
0.08%
+4000.0%
Q2 2017$33,000
+57.1%
166
+49.5%
0.00%
+100.0%
Q1 2017$21,000
+5.0%
1110.0%0.00%0.0%
Q4 2016$20,000
-25.9%
111
-27.0%
0.00%
-50.0%
Q3 2016$27,000
-3.6%
152
-7.3%
0.00%0.0%
Q2 2016$28,000
-99.8%
164
-99.8%
0.00%
-99.9%
Q1 2016$15,985,000
+3.0%
98,304
+2.0%
1.40%
-7.4%
Q4 2015$15,516,000
+24.3%
96,399
+21.3%
1.52%
+20.6%
Q3 2015$12,484,000
+26.1%
79,469
+36.0%
1.26%
+32.3%
Q2 2015$9,904,000
+7.9%
58,429
+9.2%
0.95%
+2.3%
Q1 2015$9,175,000
+24.9%
53,497
+16.3%
0.93%
+4.3%
Q4 2014$7,345,000
-1.0%
46,004
-6.1%
0.89%
-17.3%
Q3 2014$7,417,000
-4.5%
48,973
-0.9%
1.08%
-22.5%
Q2 2014$7,764,000
+20.8%
49,426
+17.6%
1.39%
+58.6%
Q1 2014$6,425,000
+33.1%
42,014
+30.7%
0.88%
+16.3%
Q4 2013$4,829,000
+36.9%
32,156
+26.8%
0.75%
-18.7%
Q3 2013$3,528,00025,3640.93%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders