KWMG, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 470 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
KWMG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$227,000
-3.0%
2,217
-0.8%
0.03%
-3.1%
Q4 2021$234,000
+0.4%
2,235
-3.5%
0.03%
-5.9%
Q3 2021$233,000
-4.1%
2,317
-3.9%
0.03%
-5.6%
Q2 2021$243,000
-0.4%
2,411
-0.3%
0.04%
-7.7%
Q1 2021$244,000
+1184.2%
2,419
+1789.8%
0.04%
+680.0%
Q1 2019$19,000
+11.8%
1280.0%0.01%0.0%
Q4 2018$17,000
-19.0%
1280.0%0.01%0.0%
Q3 2018$21,000
+75.0%
128
+70.7%
0.01%
+66.7%
Q2 2018$12,000750.00%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders