CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,070
+121.5%
11,997
+136.4%
0.01%
+133.3%
Q2 2023$483
-22.6%
5,075
-23.9%
0.00%
-25.0%
Q1 2023$624
-32.5%
6,672
-34.2%
0.00%
-42.9%
Q4 2022$925
-99.9%
10,133
+10.2%
0.01%
+16.7%
Q3 2022$758,000
-99.1%
9,199
-99.0%
0.01%
-99.1%
Q2 2022$84,968,000
+12813.1%
954,377
+14758.7%
0.66%
+13060.0%
Q1 2022$658,000
-2.9%
6,423
-1.0%
0.01%0.0%
Q4 2021$678,000
-13.6%
6,489
-12.9%
0.01%
-16.7%
Q2 2021$785,0000.0%7,4480.0%0.01%0.0%
Q1 2021$785,0000.0%7,4480.0%0.01%0.0%
Q4 2020$785,0000.0%7,4480.0%0.01%0.0%
Q3 2020$785,0000.0%7,4480.0%0.01%0.0%
Q2 2020$785,0000.0%7,4480.0%0.01%0.0%
Q1 2020$785,0000.0%7,4480.0%0.01%0.0%
Q4 2019$785,0000.0%7,4480.0%0.01%0.0%
Q3 2019$785,0000.0%7,4480.0%0.01%0.0%
Q2 2019$785,0000.0%7,4480.0%0.01%0.0%
Q1 2019$785,000
+1381.1%
7,448
+1739.0%
0.01%
+500.0%
Q4 2018$53,000
-44.2%
405
-29.1%
0.00%
-50.0%
Q3 2018$95,0000.0%571
-2.1%
0.00%
-33.3%
Q2 2018$95,000
-61.8%
583
-64.6%
0.00%
-70.0%
Q1 2018$249,000
-86.5%
1,648
-86.3%
0.01%
-87.8%
Q4 2017$1,850,000
+92400.0%
12,048
+92576.9%
0.08%
Q3 2017$2,0000.0%130.0%0.00%
Q2 2017$2,000
-99.9%
13
-99.9%
0.00%
-100.0%
Q1 2017$3,291,000
+164450.0%
23,734
+182469.2%
0.19%
Q4 2016$2,0000.0%130.0%0.00%
Q3 2016$2,0000.0%130.0%0.00%
Q2 2016$2,000
-99.1%
13
-99.4%
0.00%
-100.0%
Q3 2014$216,000
-7.3%
2,0150.0%0.03%
-26.2%
Q2 2014$233,000
+1.7%
2,0150.0%0.04%
+35.5%
Q1 2014$229,000
-2.6%
2,015
-4.5%
0.03%
-16.2%
Q4 2013$235,000
-27.7%
2,109
-33.7%
0.04%
-56.5%
Q3 2013$325,0003,1800.08%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders