CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 60 filers reported holding ISHARES TR in Q1 2018. 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
Q2 2024$5,763
-8.4%
85,060
-4.4%
0.03%
-12.9%
Q1 2024$6,289
+12.1%
88,980
+2.2%
0.03%
+3.3%
Q4 2023$5,611
+23.7%
87,055
+9.6%
0.03%
+7.1%
Q3 2023$4,536
-2.3%
79,405
+4.2%
0.03%
-3.4%
Q2 2023$4,643
+7.2%
76,193
+1.2%
0.03%0.0%
Q1 2023$4,332
+13.0%
75,257
+5.7%
0.03%
+3.6%
Q4 2022$3,835
-99.9%
71,173
-11.9%
0.03%
-12.5%
Q3 2022$4,072,000
+2.4%
80,827
+5.6%
0.03%
+3.2%
Q2 2022$3,977,000
-58.1%
76,567
-48.2%
0.03%
-53.7%
Q1 2022$9,501,000
-2.0%
147,807
+11.7%
0.07%
-1.5%
Q4 2021$9,693,000
+165.8%
132,344
+150.0%
0.07%
+134.5%
Q2 2021$3,647,0000.0%52,9330.0%0.03%0.0%
Q1 2021$3,647,0000.0%52,9330.0%0.03%0.0%
Q4 2020$3,647,0000.0%52,9330.0%0.03%0.0%
Q3 2020$3,647,0000.0%52,9330.0%0.03%0.0%
Q2 2020$3,647,0000.0%52,9330.0%0.03%0.0%
Q1 2020$3,647,0000.0%52,9330.0%0.03%0.0%
Q4 2019$3,647,0000.0%52,9330.0%0.03%0.0%
Q3 2019$3,647,0000.0%52,9330.0%0.03%0.0%
Q2 2019$3,647,0000.0%52,9330.0%0.03%0.0%
Q1 2019$3,647,000
+99.2%
52,933
+462.0%
0.03%
-37.0%
Q4 2018$1,831,000
-18.8%
9,418
-1.5%
0.05%
-20.7%
Q3 2018$2,254,000
+6.2%
9,561
-1.4%
0.06%
-17.1%
Q2 2018$2,123,000
+4.5%
9,7010.0%0.07%
-13.6%
Q1 2018$2,032,000
+5.7%
9,701
+2.2%
0.08%
-4.7%
Q4 2017$1,922,000
+8.5%
9,495
+1.7%
0.08%
+1.2%
Q3 2017$1,771,000
+13.5%
9,337
+9.4%
0.08%
+5.0%
Q2 2017$1,561,000
+7.9%
8,532
+2.6%
0.08%
-2.4%
Q1 2017$1,447,000
+7.3%
8,3170.0%0.08%
-1.2%
Q4 2016$1,348,000
-0.4%
8,3170.0%0.08%
-10.8%
Q3 2016$1,354,000
+17.7%
8,317
+12.8%
0.09%
+10.7%
Q2 2016$1,150,000
+8.4%
7,376
+5.8%
0.08%
-9.7%
Q1 2016$1,061,0006,9730.09%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
KAYS FINANCIAL ADVISORY CORP /ADV 94,001$14,716,0009.96%
Summit Asset Management, LLC 61,175$9,577,0006.92%
Courage Miller Partners, LLC 17,484$2,737,0002.26%
US FINANCIAL ADVISORS, LLC 7,876$1,233,0001.10%
M Holdings Securities, Inc. 7,540$1,180,0000.76%
Neumann Capital Management, LLC 6,056$948,0000.62%
MSI Financial Services Inc 22,252$3,484,0000.38%
GHP Investment Advisors, Inc. 6,167$966,0000.27%
Investors Capital Advisory Services 2,734$428,0000.08%
Sigma Planning Corp 3,761$589,0000.08%
View complete list of ISHARES TR shareholders