CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is JXI and the CUSIP is 464288711. A total of 57 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16
-11.1%
3000.0%0.00%
Q2 2023$180.0%3000.0%0.00%
Q1 2023$180.0%3000.0%0.00%
Q4 2022$18
-99.9%
3000.0%0.00%
Q3 2022$16,000
-11.1%
3000.0%0.00%
Q2 2022$18,000
-10.0%
3000.0%0.00%
Q1 2022$20,000
+5.3%
3000.0%0.00%
Q4 2021$19,000
+5.6%
3000.0%0.00%
Q2 2021$18,0000.0%3000.0%0.00%
Q1 2021$18,0000.0%3000.0%0.00%
Q4 2020$18,0000.0%3000.0%0.00%
Q3 2020$18,0000.0%3000.0%0.00%
Q2 2020$18,0000.0%3000.0%0.00%
Q1 2020$18,0000.0%3000.0%0.00%
Q4 2019$18,0000.0%3000.0%0.00%
Q3 2019$18,0000.0%3000.0%0.00%
Q2 2019$18,0000.0%3000.0%0.00%
Q1 2019$18,0003000.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Newfound Research LLC 65,393$3,154,0002.46%
WRAPMANAGER INC 16,369$789,0000.29%
NTV ASSET MANAGEMENT LLC 13,900$670,0000.21%
PICTET BANK & TRUST Ltd 11,200$540,0000.16%
Regal Investment Advisors LLC 12,567$606,0000.16%
Evanson Asset Management, LLC 7,842$378,0000.09%
Perigon Wealth Management, LLC 7,340$354,0000.08%
Brookstone Capital Management 14,183$684,0000.07%
East Coast Asset Management, LLC. 4,191$202,0000.06%
Liberty Capital Management, Inc. 1,400$68,0000.04%
View complete list of ISHARES TR shareholders