Clientfirst Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 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 Q3 2023
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders