CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 237 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 32.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$52,000
-7.1%
7450.0%0.00%
Q1 2022$56,000
-9.7%
7450.0%0.00%
Q4 2021$62,000
-11.4%
7450.0%0.00%
-100.0%
Q2 2021$70,0000.0%7450.0%0.00%0.0%
Q1 2021$70,0000.0%7450.0%0.00%0.0%
Q4 2020$70,0000.0%7450.0%0.00%0.0%
Q3 2020$70,0000.0%7450.0%0.00%0.0%
Q2 2020$70,0000.0%7450.0%0.00%0.0%
Q1 2020$70,0000.0%7450.0%0.00%0.0%
Q4 2019$70,0000.0%7450.0%0.00%0.0%
Q3 2019$70,0000.0%7450.0%0.00%0.0%
Q2 2019$70,0000.0%7450.0%0.00%0.0%
Q1 2019$70,000
+483.3%
745
+288.0%
0.00%
Q4 2018$12,000
-77.8%
192
-74.9%
0.00%
-100.0%
Q3 2018$54,000
+20.0%
766
+22.0%
0.00%0.0%
Q2 2018$45,000
-26.2%
628
-20.4%
0.00%
-50.0%
Q1 2018$61,000
+916.7%
789
+828.2%
0.00%
Q4 2017$6,0000.0%850.0%0.00%
Q3 2017$6,000
-100.0%
85
-100.0%
0.00%
-100.0%
Q2 2017$13,849,000
+46.6%
205,318
+36.8%
0.71%
+33.0%
Q1 2017$9,444,000
+14656.2%
150,050
+12824.2%
0.53%
+13250.0%
Q4 2016$64,000
-98.2%
1,161
-98.0%
0.00%
-98.4%
Q3 2016$3,577,000
+54.4%
59,108
+39.5%
0.25%
+46.2%
Q2 2016$2,317,000
+89.1%
42,376
+89.0%
0.17%
+56.5%
Q1 2016$1,225,000
+3400.0%
22,426
+3313.4%
0.11%
+3500.0%
Q4 2015$35,0006570.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Core Wealth Advisors, Inc. 85,751$7,946,0007.01%
Analyst IMS Investment Management Services Ltd. 464,011$42,995,0005.76%
Accredited Investors Inc. 404,533$37,484,0005.02%
Granby Capital Management, LLC 75,000$6,950,0004.94%
H&H Retirement Design & Management INC 86,856$8,100,0004.87%
Strategic Point Investment Advisors, LLC 190,015$17,607,0004.66%
OLD MISSION CAPITAL LLC 837,442$77,597,0004.32%
Riggs Asset Managment Co. Inc. 136,281$12,628,0003.83%
WestEnd Advisors, LLC 958,882$88,850,006,0003.56%
LFA - Lugano Financial Advisors SA 52,159$4,833,0003.38%
View complete list of ISHARES TR shareholders