CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 408 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.15 and the average weighting 0.3%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,885
+900.7%
20,175
+914.3%
0.04%
+950.0%
Q2 2023$688
-12.4%
1,989
-22.8%
0.00%
-20.0%
Q1 2023$785
-7.8%
2,575
-22.6%
0.01%
-16.7%
Q4 2022$851
-99.9%
3,326
-11.7%
0.01%
-14.3%
Q3 2022$942,000
-30.0%
3,768
-24.5%
0.01%
-30.0%
Q2 2022$1,346,000
-36.0%
4,991
-18.1%
0.01%
-33.3%
Q1 2022$2,103,000
-40.4%
6,096
-31.4%
0.02%
-40.0%
Q4 2021$3,531,000
+191.6%
8,880
+186.0%
0.02%
+150.0%
Q2 2021$1,211,0000.0%3,1050.0%0.01%0.0%
Q1 2021$1,211,0000.0%3,1050.0%0.01%0.0%
Q4 2020$1,211,0000.0%3,1050.0%0.01%0.0%
Q3 2020$1,211,0000.0%3,1050.0%0.01%0.0%
Q2 2020$1,211,0000.0%3,1050.0%0.01%0.0%
Q1 2020$1,211,0000.0%3,1050.0%0.01%0.0%
Q4 2019$1,211,0000.0%3,1050.0%0.01%0.0%
Q3 2019$1,211,0000.0%3,1050.0%0.01%0.0%
Q2 2019$1,211,0000.0%3,1050.0%0.01%0.0%
Q1 2019$1,211,000
+60450.0%
3,105
+34400.0%
0.01%
Q4 2018$2,000
-88.9%
9
-89.9%
0.00%
Q3 2018$18,000890.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders