Kohmann Bosshard Financial Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 227 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kohmann Bosshard Financial Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$214,000
-7.8%
1,6590.0%0.04%
-8.7%
Q4 2021$232,000
-2.9%
1,6590.0%0.05%
-11.5%
Q3 2021$239,000
-5.5%
1,6590.0%0.05%
-10.3%
Q2 2021$253,000
+3.7%
1,6590.0%0.06%
-12.1%
Q1 2021$244,000
+12.4%
1,659
-33.2%
0.07%
-18.5%
Q2 2020$217,000
+29.9%
2,4840.0%0.08%
+11.0%
Q1 2020$167,000
-32.4%
2,4840.0%0.07%
-19.8%
Q4 2019$247,000
+12.8%
2,4840.0%0.09%
+5.8%
Q3 2019$219,000
-5.2%
2,4840.0%0.09%
-11.3%
Q2 2019$231,000
+0.4%
2,4840.0%0.10%
-11.0%
Q1 2019$230,000
+12.2%
2,4840.0%0.11%
-1.8%
Q4 2018$205,000
-23.2%
2,484
-1.2%
0.11%
-15.9%
Q3 2018$267,000
+34.8%
2,515
+34.1%
0.13%
+17.9%
Q2 2018$198,000
+10.0%
1,8750.0%0.11%
+4.7%
Q1 2018$180,000
+0.6%
1,8750.0%0.11%
-7.0%
Q4 2017$179,000
+1.1%
1,8750.0%0.12%
-7.3%
Q3 2017$177,000
+9.9%
1,8750.0%0.12%
-9.5%
Q1 2017$161,0001,8750.14%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 101,732$12,071,0003.08%
Schoolcraft Capital LLC 61,479$7,294,4383.06%
One Capital Management, LLC 185,013$21,952,0002.64%
Frank, Rimerman Advisors LLC 48,112$5,708,5322.59%
Efficient Advisors, LLC 116,021$13,766,0002.10%
Harborview Advisors, LLC 24,870$2,951,0001.98%
MD Financial Management Inc. 523,358$62,096,0001.96%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,857$25,255,0001.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 39,015$4,629,0001.58%
Marquette Asset Management, LLC 47,278$5,610,0001.29%
View complete list of ISHARES TR shareholders