Clearwater Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 318 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 2.16 and the average weighting 0.6%.

Quarter-by-quarter ownership
Clearwater Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$339,215
-6.2%
3,8020.0%0.04%
-2.3%
Q2 2023$361,533
+1.6%
3,8020.0%0.04%0.0%
Q1 2023$355,830
+2.5%
3,8020.0%0.04%
-4.4%
Q4 2022$347,161
+10.9%
3,8020.0%0.04%
+4.7%
Q3 2022$313,000
-7.4%
3,8020.0%0.04%
-6.5%
Q2 2022$338,000
-13.1%
3,8020.0%0.05%
+2.2%
Q1 2022$389,000
-2.0%
3,8020.0%0.04%
+2.3%
Q4 2021$397,000
+3.7%
3,8020.0%0.04%0.0%
Q3 2021$383,000
-4.5%
3,8020.0%0.04%
-6.4%
Q2 2021$401,000
+4.7%
3,8020.0%0.05%
-2.1%
Q1 2021$383,000
+23.5%
3,802
-0.3%
0.05%
+17.1%
Q4 2020$310,000
-13.2%
3,815
+31.0%
0.04%
-26.8%
Q3 2020$357,000
+0.8%
2,913
-1.1%
0.06%
-5.1%
Q2 2020$354,000
+20.4%
2,9440.0%0.06%
-6.3%
Q1 2020$294,000
-37.8%
2,9440.0%0.06%
-20.3%
Q4 2019$473,000
+7.0%
2,9440.0%0.08%
+1.3%
Q3 2019$442,000
+0.9%
2,9440.0%0.08%
-2.5%
Q2 2019$438,000
+0.9%
2,9440.0%0.08%
-1.2%
Q1 2019$434,000
+6.1%
2,944
-5.0%
0.08%
-10.0%
Q4 2018$409,000
-20.4%
3,100
+0.7%
0.09%
-10.0%
Q3 2018$514,000
+2.4%
3,0770.0%0.10%
-2.9%
Q2 2018$502,000
+8.2%
3,0770.0%0.10%
+7.3%
Q1 2018$464,000
+2.7%
3,077
+4.5%
0.10%
-3.0%
Q4 2017$452,000
+3.0%
2,9440.0%0.10%
-2.9%
Q3 2017$439,000
+7.3%
2,9440.0%0.10%
-1.9%
Q2 2017$409,000
+3.3%
2,9440.0%0.10%
-3.7%
Q1 2017$396,000
-4.6%
2,9440.0%0.11%
-25.0%
Q4 2016$415,000
+14.0%
2,9440.0%0.14%
+13.4%
Q3 2016$364,000
+5.2%
2,944
-1.4%
0.13%
-0.8%
Q2 2016$346,0002,9850.13%
Other shareholders
ISHARES TR shareholders Q2 2016
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