CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 258 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$620
-4.9%
6,149
-0.1%
0.00%0.0%
Q2 2023$652
+6.5%
6,153
+0.6%
0.00%0.0%
Q1 2023$612
-1.9%
6,115
-5.4%
0.00%
-20.0%
Q4 2022$624
-99.9%
6,4640.0%0.01%
+25.0%
Q3 2022$542,000
-4.9%
6,4640.0%0.00%0.0%
Q2 2022$570,000
-16.3%
6,4640.0%0.00%
-20.0%
Q1 2022$681,000
-6.6%
6,4640.0%0.01%0.0%
Q4 2021$729,000
+1.5%
6,4640.0%0.01%
-16.7%
Q2 2021$718,0000.0%6,4640.0%0.01%0.0%
Q1 2021$718,0000.0%6,4640.0%0.01%0.0%
Q4 2020$718,0000.0%6,4640.0%0.01%0.0%
Q3 2020$718,0000.0%6,4640.0%0.01%0.0%
Q2 2020$718,0000.0%6,4640.0%0.01%0.0%
Q1 2020$718,0000.0%6,4640.0%0.01%0.0%
Q4 2019$718,0000.0%6,4640.0%0.01%0.0%
Q3 2019$718,0000.0%6,4640.0%0.01%0.0%
Q2 2019$718,0000.0%6,4640.0%0.01%0.0%
Q1 2019$718,000
-0.8%
6,464
+14.8%
0.01%
-66.7%
Q4 2018$724,000
-85.3%
5,632
-82.1%
0.02%
-85.6%
Q3 2018$4,915,000
+9.8%
31,477
+1.0%
0.12%
-15.0%
Q2 2018$4,478,000
+1.7%
31,159
+2.7%
0.15%
-16.0%
Q1 2018$4,402,000
-3.0%
30,351
-1.4%
0.18%
-13.4%
Q4 2017$4,539,000
+4306.8%
30,795
+4039.1%
0.20%
+3940.0%
Q3 2017$103,000
-14.2%
744
-18.7%
0.01%
-16.7%
Q2 2017$120,0000.0%915
-4.1%
0.01%
-14.3%
Q1 2017$120,000
-98.5%
954
-98.5%
0.01%
-98.6%
Q4 2016$7,927,000
+4508.7%
65,745
+4262.6%
0.49%
+3950.0%
Q3 2016$172,000
+3.6%
1,5070.0%0.01%0.0%
Q2 2016$166,000
-46.8%
1,507
-48.3%
0.01%
-55.6%
Q1 2016$312,000
+743.2%
2,915
+657.1%
0.03%
+575.0%
Q3 2015$37,0003850.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
MORGAN JESS S & CO INC 41,024$4,325,0003.15%
First Citizens Financial Corp 38,005$4,007,0003.01%
MinichMacGregor Wealth Management, LLC 82,130$8,658,0002.77%
Modus Advisors, LLC 43,822$4,620,0002.03%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,321,0001.92%
NEIRG Wealth Management, LLC 83,210$8,773,0001.72%
Kesler, Norman & Wride, LLC 67,194$7,084,0001.58%
Rainsberger Wealth Advisors, Inc. 19,819$2,089,0001.34%
PLANNING DIRECTIONS INC 15,360$1,619,0001.14%
EUDAIMONIA ADVISORS LLC 16,900$1,782,0001.02%
View complete list of ISHARES TR shareholders