CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 179 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14
-6.7%
620.0%0.00%
Q2 2023$15
+7.1%
620.0%0.00%
Q1 2023$14
+7.7%
620.0%0.00%
Q4 2022$13
-99.9%
620.0%0.00%
Q3 2022$12,000
-7.7%
620.0%0.00%
Q2 2022$13,000
-23.5%
620.0%0.00%
Q1 2022$17,0000.0%620.0%0.00%
Q4 2021$17,000
-22.7%
62
-25.3%
0.00%
Q2 2021$22,0000.0%830.0%0.00%
Q1 2021$22,0000.0%830.0%0.00%
Q4 2020$22,0000.0%830.0%0.00%
Q3 2020$22,0000.0%830.0%0.00%
Q2 2020$22,0000.0%830.0%0.00%
Q1 2020$22,0000.0%830.0%0.00%
Q4 2019$22,0000.0%830.0%0.00%
Q3 2019$22,0000.0%830.0%0.00%
Q2 2019$22,0000.0%830.0%0.00%
Q1 2019$22,000
-50.0%
83
-68.7%
0.00%
-100.0%
Q4 2018$44,000
-18.5%
2650.0%0.00%0.0%
Q3 2018$54,000
+14.9%
265
+4.7%
0.00%
-50.0%
Q2 2018$47,000
-90.5%
253
-93.1%
0.00%
-95.8%
Q4 2015$494,0003,6660.05%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 332,982$24,896,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 43,260$10,520,0003.93%
WASHBURN CAPITAL MANAGEMENT, INC. 23,447$5,702,0003.73%
Delos Wealth Advisors, LLC 8,781$2,135,0002.35%
Cadent Capital Advisors, LLC 21,131$5,139,0002.29%
Round Table Services, LLC 33,828$8,226,0001.76%
Kesler, Norman & Wride, LLC 28,696$6,978,0001.64%
Advocacy Wealth Management Services, LLC 34,247$8,328,0001.50%
Richard Bernstein Advisors LLC 268,140$65,206,0001.32%
Indie Asset Partners, LLC 6,570$1,598,0001.29%
View complete list of ISHARES TR shareholders