CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 136 filers reported holding ISHARES TR in Q1 2022. 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
Q3 2023$75
+108.3%
1,311
+123.7%
0.00%
Q2 2023$360.0%5860.0%0.00%
Q1 2023$36
+2.9%
5860.0%0.00%
Q4 2022$35
-99.9%
5860.0%0.00%
Q3 2022$31,000
-8.8%
5860.0%0.00%
Q2 2022$34,000
-5.6%
5860.0%0.00%
Q1 2022$36,000
-73.1%
586
-71.8%
0.00%
-100.0%
Q4 2021$134,000
+482.6%
2,075
+446.1%
0.00%
Q2 2021$23,0000.0%3800.0%0.00%
Q1 2021$23,0000.0%3800.0%0.00%
Q4 2020$23,0000.0%3800.0%0.00%
Q3 2020$23,0000.0%3800.0%0.00%
Q2 2020$23,0000.0%3800.0%0.00%
Q1 2020$23,0000.0%3800.0%0.00%
Q4 2019$23,0000.0%3800.0%0.00%
Q3 2019$23,0000.0%3800.0%0.00%
Q2 2019$23,0000.0%3800.0%0.00%
Q1 2019$23,0003800.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Fortis Advisors, LLC 159,434$7,763,0005.14%
Richard Bernstein Advisors LLC 1,969,649$113,885,0002.47%
Money Design Co.,Ltd. 232,620$13,450,0001.01%
LFA - Lugano Financial Advisors SA 23,740$1,372,0000.96%
Capricorn Fund Managers Ltd 80,160$4,635,0000.84%
Slow Capital, Inc. 52,787$3,052,0000.74%
ALTFEST L J & CO INC 64,767$3,745,0000.67%
Interchange Capital Partners, LLC 9,093$525,0000.59%
Intelligent Financial Strategies 8,808$509,0000.52%
CALTON & ASSOCIATES, INC. 13,985$808,0000.45%
View complete list of ISHARES TR shareholders