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 82,341$3,442,0001.99%
Financial & Tax Architects, LLC 18,864$1,153,3450.56%
Slow Capital, Inc. 47,176$2,884,0000.54%
WealthBridge Capital Management, LLC 15,309$936,0000.34%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 36,249$2,216,2640.27%
Cedar Brook Financial Partners, LLC 10,457$639,0000.18%
McKinley Carter Wealth Services, Inc. 35,083$2,145,0000.18%
Madden Advisory Services, Inc. 3,763$230,0000.17%
Richard Bernstein Advisors LLC 129,945$7,945,0000.16%
Crescent Grove Advisors, LLC 21,550$1,318,0000.14%
View complete list of ISHARES TR shareholders