Clearwater Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 139 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Clearwater Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$217,776
-5.6%
3,6460.0%0.03%0.0%
Q2 2023$230,756
-2.3%
3,646
-6.4%
0.03%
-6.9%
Q1 2023$236,254
+3.4%
3,8960.0%0.03%
-3.3%
Q4 2022$228,578
+8.8%
3,8960.0%0.03%
+3.4%
Q3 2022$210,000
-4.5%
3,8960.0%0.03%
-3.3%
Q2 2022$220,000
-16.0%
3,8960.0%0.03%0.0%
Q1 2022$262,000
-5.4%
3,8960.0%0.03%
-3.2%
Q4 2021$277,000
+5.3%
3,896
-1.5%
0.03%
+3.3%
Q3 2021$263,000
-0.8%
3,9560.0%0.03%
-3.2%
Q2 2021$265,000
+6.4%
3,956
+300.0%
0.03%0.0%
Q1 2021$249,000
+1.2%
989
-5.8%
0.03%
-6.1%
Q4 2020$246,000
+17.1%
1,0500.0%0.03%0.0%
Q3 2020$210,000
-26.1%
1,050
-22.5%
0.03%
-29.8%
Q4 2019$284,000
+6.0%
1,3550.0%0.05%0.0%
Q3 2019$268,000
+1.9%
1,3550.0%0.05%
-2.1%
Q2 2019$263,000
-3.3%
1,355
-6.2%
0.05%
-5.9%
Q1 2019$272,000
+16.2%
1,4450.0%0.05%0.0%
Q4 2018$234,000
-14.6%
1,4450.0%0.05%
-3.8%
Q3 2018$274,000
+3.4%
1,4450.0%0.05%
-1.9%
Q2 2018$265,000
+1.1%
1,4450.0%0.05%0.0%
Q1 2018$262,000
-2.2%
1,4450.0%0.05%
-8.5%
Q4 2017$268,000
+5.5%
1,4450.0%0.06%0.0%
Q3 2017$254,000
+3.7%
1,4450.0%0.06%
-6.3%
Q2 2017$245,000
+2.5%
1,4450.0%0.06%
-3.1%
Q1 2017$239,000
+4.4%
1,4450.0%0.06%
-17.7%
Q4 2016$229,000
+4.1%
1,4450.0%0.08%
+2.6%
Q3 2016$220,000
+2.3%
1,4450.0%0.08%
-2.5%
Q2 2016$215,0001,4450.08%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
PACIFIC FINANCIAL GROUP INC 90,740$5,419,8823.53%
YARGER WEALTH STRATEGIES, LLC 68,405$4,085,8223.48%
Benchmark Wealth Management, LLC 65,494$3,911,9572.50%
Matrix Trust Co 157,955$9,4352.46%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110,669$6,610,2432.24%
Sunburst Financial Group, LLC 69,940$4,177,5161.47%
Pitti Group Wealth Management, LLC 19,018$1,135,9541.30%
Brand Asset Management Group, Inc. 37,820$2,258,9851.16%
MEANS INVESTMENT CO., INC. 86,744$5,181,2140.85%
FLAGSTAR ADVISORS INC 27,680$1,661,5400.63%
View complete list of ISHARES TR shareholders