Clearwater Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 229 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.70 and the average weighting 0.2%.

Quarter-by-quarter ownership
Clearwater Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$236,000
+2.2%
2,728
-2.5%
0.03%
-3.7%
Q3 2021$231,000
-23.0%
2,798
-24.4%
0.03%
-22.9%
Q2 2021$300,000
+8.3%
3,7030.0%0.04%0.0%
Q1 2021$277,000
+8.6%
3,703
-3.2%
0.04%
+2.9%
Q4 2020$255,000
+15.4%
3,824
+96.5%
0.03%
-2.9%
Q3 2020$221,000
+3.3%
1,9460.0%0.04%
-2.8%
Q2 2020$214,000
-15.7%
1,946
-25.5%
0.04%
-34.5%
Q1 2020$254,000
-70.4%
2,612
-58.0%
0.06%
-61.5%
Q4 2019$857,000
-12.6%
6,221
-18.3%
0.14%
-17.3%
Q3 2019$980,000
-3.0%
7,611
-5.3%
0.17%
-5.5%
Q2 2019$1,010,000
-11.6%
8,041
-16.9%
0.18%
-14.5%
Q1 2019$1,143,000
-20.6%
9,678
-28.5%
0.21%
-32.3%
Q4 2018$1,440,000
-18.7%
13,542
-7.2%
0.32%
-8.7%
Q3 2018$1,772,000
+4.0%
14,589
+0.3%
0.35%
-0.9%
Q2 2018$1,704,000
+4.0%
14,539
+4.5%
0.35%
+3.3%
Q1 2018$1,639,000
-1.0%
13,914
+0.4%
0.34%
-6.9%
Q4 2017$1,656,000
+5.3%
13,863
+0.2%
0.36%
-0.8%
Q3 2017$1,572,000
+14.5%
13,838
+8.9%
0.37%
+4.6%
Q2 2017$1,373,000
+1.9%
12,702
-2.8%
0.35%
-5.1%
Q1 2017$1,348,000
+29.0%
13,073
+27.9%
0.37%
+1.9%
Q4 2016$1,045,000
+70.8%
10,223
+49.2%
0.36%
+69.2%
Q3 2016$612,000
+69.1%
6,851
+60.4%
0.21%
+59.7%
Q2 2016$362,0004,2710.13%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 122,085$10,583,0008.10%
First Citizens Financial Corp 59,337$5,144,0003.76%
HC Advisors, LLC 56,984$4,940,0003.03%
Paragon Wealth Strategies, LLC 134,774$11,684,0002.82%
Magnus Financial Group LLC 171,216$14,843,0002.82%
ETFIDEA, LLC 76,600$6,640,4542.67%
BEAM WEALTH ADVISORS, INC. 26,175$2,269,0002.60%
Stillwater Capital Advisors, LLC 174,315$15,111,0002.30%
GDS Wealth Management 105,788$9,171,0002.05%
Somerset Group LLC 33,465$2,901,0001.96%
View complete list of ISHARES TR shareholders