Clientfirst Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Clientfirst Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$307,523
-7.0%
4,3240.0%0.37%
-5.1%
Q2 2023$330,829
+7.5%
4,3240.0%0.39%
-3.9%
Q1 2023$307,653
+4.2%
4,3240.0%0.41%
+9.3%
Q4 2022$295,329
-4.1%
4,3240.0%0.38%
-1.8%
Q3 2022$308,000
+11.6%
4,3240.0%0.38%
-9.0%
Q2 2022$276,000
-17.4%
4,3240.0%0.42%
+36.4%
Q1 2022$334,000
-1.5%
4,3240.0%0.31%
+1.3%
Q4 2021$339,0004,3240.30%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders