AJ WEALTH STRATEGIES, LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 205 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
AJ WEALTH STRATEGIES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$4,176,677
-0.4%
73,339
+0.4%
0.20%
-7.8%
Q1 2023$4,193,566
+102532.6%
73,033
+0.3%
0.22%
+1.9%
Q4 2022$4,086
-99.5%
72,820
+382.1%
0.22%
+347.9%
Q3 2022$819,000
-4.0%
15,1040.0%0.05%
+6.7%
Q2 2022$853,000
-10.3%
15,104
-7.6%
0.04%
-4.3%
Q1 2022$951,000
-6.7%
16,3510.0%0.05%
-2.1%
Q4 2021$1,019,000
+0.4%
16,3510.0%0.05%
-12.7%
Q3 2021$1,015,000
-0.9%
16,3510.0%0.06%
-9.8%
Q2 2021$1,024,000
+0.8%
16,3510.0%0.06%
-15.3%
Q1 2021$1,016,000
-1.1%
16,3510.0%0.07%
-19.1%
Q4 2020$1,027,000
+0.7%
16,3510.0%0.09%
-14.4%
Q3 2020$1,020,000
+0.4%
16,3510.0%0.10%
-8.0%
Q2 2020$1,016,000
+2.6%
16,3510.0%0.11%
-15.7%
Q1 2020$990,000
-18.5%
16,351
-17.5%
0.13%
-5.6%
Q4 2019$1,214,000
-0.1%
19,8260.0%0.14%
-11.2%
Q3 2019$1,215,000
+1.1%
19,8260.0%0.16%
-9.6%
Q2 2019$1,202,000
+1.8%
19,8260.0%0.18%
-9.2%
Q1 2019$1,181,000
+1.9%
19,8260.0%0.20%
-12.9%
Q4 2018$1,159,000
+0.8%
19,8260.0%0.22%
+5.2%
Q3 2018$1,150,000
-0.9%
19,8260.0%0.21%
-10.9%
Q2 2018$1,161,000
+8.1%
19,826
+7.8%
0.24%
-6.6%
Q1 2018$1,074,000
-1.3%
18,3940.0%0.26%
-5.5%
Q4 2017$1,088,000
-14.8%
18,394
+70.6%
0.27%
-34.7%
Q3 2017$1,277,000
-37.8%
10,779
-38.2%
0.42%
-46.7%
Q2 2017$2,052,000
+15.3%
17,438
+14.0%
0.78%
+0.5%
Q1 2017$1,780,000
-54.1%
15,300
-54.4%
0.77%
-61.3%
Q4 2016$3,875,00033,5532.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Orin Green Financial, LLC 316,849$17,376,0009.65%
MYECFO, LLC 192,588$10,553,2577.32%
Manhattan West Asset Management, LLC 436,703$23,647,4677.28%
Brio Consultants, LLC 511,684$28,060,7425.27%
Slow Capital, Inc. 451,533$24,762,0534.55%
Opes Wealth Management LLC 278,281$15,260,9304.23%
Creative Capital Management Investments LLC 70,180$3,848,6712.64%
Certus Wealth Management, LLC 50,049$2,744,6872.62%
Rinkey Investments 93,864$5,147,5022.36%
Warren Street Wealth Advisors, LLC 56,375$3,091,6052.04%
View complete list of ISHARES TR shareholders