Clearwater Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 722 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Clearwater Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$231,963
-3.7%
3,2110.0%0.03%
-3.4%
Q2 2023$240,825
+4.0%
3,211
-0.8%
0.03%
+3.6%
Q1 2023$231,478
-11.4%
3,237
-15.4%
0.03%
-17.6%
Q4 2022$261,316
+8.4%
3,8260.0%0.03%
+3.0%
Q3 2022$241,000
-1.2%
3,8260.0%0.03%0.0%
Q2 2022$244,000
-17.6%
3,8260.0%0.03%
-2.9%
Q1 2022$296,000
-9.2%
3,8260.0%0.03%
-5.6%
Q4 2021$326,000
+7.6%
3,8260.0%0.04%
+2.9%
Q3 2021$303,000
+5.9%
3,826
+8.4%
0.04%
+6.1%
Q2 2021$286,000
+3.2%
3,5310.0%0.03%
-5.7%
Q1 2021$277,000
-9.2%
3,531
-16.3%
0.04%
-12.5%
Q4 2020$305,000
+10.5%
4,218
+266.1%
0.04%
-7.0%
Q3 2020$276,000
+1.5%
1,152
-5.3%
0.04%
-4.4%
Q2 2020$272,000
+10.1%
1,216
-12.1%
0.04%
-15.1%
Q1 2020$247,000
-28.2%
1,383
-4.3%
0.05%
-7.0%
Q4 2019$344,000
-11.1%
1,445
-16.3%
0.06%
-16.2%
Q3 2019$387,000
-9.8%
1,727
-8.9%
0.07%
-12.8%
Q2 2019$429,000
-30.1%
1,895
-32.4%
0.08%
-32.2%
Q1 2019$614,000
+2.8%
2,802
-10.3%
0.12%
-12.2%
Q4 2018$597,000
-25.8%
3,123
-9.6%
0.13%
-16.6%
Q3 2018$805,000
+0.6%
3,454
-2.9%
0.16%
-4.3%
Q2 2018$800,000
+1.8%
3,557
-1.2%
0.16%
+1.2%
Q1 2018$786,000
+1.2%
3,602
+0.1%
0.16%
-5.3%
Q4 2017$777,000
+2.5%
3,600
-2.5%
0.17%
-2.8%
Q3 2017$758,000
+0.9%
3,694
-3.2%
0.18%
-8.3%
Q2 2017$751,000
+3.0%
3,817
-1.3%
0.19%
-4.0%
Q1 2017$729,000
+7.8%
3,869
+4.6%
0.20%
-14.5%
Q4 2016$676,000
-2.0%
3,699
-7.4%
0.23%
-2.9%
Q3 2016$690,000
-1.8%
3,993
-4.1%
0.24%
-6.9%
Q2 2016$703,0004,1620.26%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders