CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 185 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$413
-3.7%
6,174
+2.5%
0.00%0.0%
Q2 2023$429
+10.0%
6,0250.0%0.00%0.0%
Q1 2023$390
+27.0%
6,025
+11.9%
0.00%
+50.0%
Q4 2022$307
-99.9%
5,386
-0.4%
0.00%
-33.3%
Q3 2022$315,000
+2.9%
5,406
+0.2%
0.00%
+50.0%
Q2 2022$306,000
-24.3%
5,394
+0.1%
0.00%
-33.3%
Q1 2022$404,000
-10.2%
5,386
+0.6%
0.00%0.0%
Q4 2021$450,0000.0%5,354
-7.7%
0.00%
-25.0%
Q2 2021$450,0000.0%5,8000.0%0.00%0.0%
Q1 2021$450,0000.0%5,8000.0%0.00%0.0%
Q4 2020$450,0000.0%5,8000.0%0.00%0.0%
Q3 2020$450,0000.0%5,8000.0%0.00%0.0%
Q2 2020$450,0000.0%5,8000.0%0.00%0.0%
Q1 2020$450,0000.0%5,8000.0%0.00%0.0%
Q4 2019$450,0000.0%5,8000.0%0.00%0.0%
Q3 2019$450,0000.0%5,8000.0%0.00%0.0%
Q2 2019$450,0000.0%5,8000.0%0.00%0.0%
Q1 2019$450,000
+0.2%
5,800
+133.8%
0.00%
-63.6%
Q4 2018$449,000
+3353.8%
2,481
+3901.6%
0.01%
Q3 2018$13,000
+8.3%
620.0%0.00%
Q2 2018$12,000
+9.1%
620.0%0.00%
Q1 2018$11,000
-77.1%
62
-76.8%
0.00%
-100.0%
Q4 2017$48,000
-12.7%
267
-20.3%
0.00%
-33.3%
Q3 2017$55,000
-98.9%
335
-98.9%
0.00%
-98.8%
Q2 2017$4,974,000
+248600.0%
30,311
+303010.0%
0.26%
Q1 2017$2,0000.0%100.0%0.00%
Q4 2016$2,000
+100.0%
100.0%0.00%
Q3 2016$1,0000.0%100.0%0.00%
Q2 2016$1,000
-75.0%
10
-65.5%
0.00%
Q1 2016$4,000
-60.0%
29
-59.7%
0.00%
-100.0%
Q4 2015$10,000
-56.5%
72
-56.9%
0.00%
-50.0%
Q3 2015$23,000
-99.7%
167
-99.6%
0.00%
-99.7%
Q2 2015$6,623,000
+8.9%
46,276
+9.7%
0.64%
+3.1%
Q1 2015$6,081,000
+19.9%
42,168
+14.5%
0.62%0.0%
Q4 2014$5,073,000
+4.3%
36,823
-5.8%
0.62%
-12.7%
Q3 2014$4,865,000
+2.1%
39,093
+1.3%
0.71%
-17.1%
Q2 2014$4,764,00038,5850.85%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sterling Investment Counsel, LLC 137,524$11,552,0007.83%
First Citizens Financial Corp 58,262$4,894,0003.58%
MinichMacGregor Wealth Management, LLC 137,086$11,515,0003.50%
COTTONWOOD CAPITAL ADVISORS, LLC 47,072$3,954,0003.06%
Cadent Capital Advisors, LLC 79,521$6,680,0002.95%
SPC Financial, Inc. 292,301$24,553,0002.74%
Stonebridge Financial Planning Group, LLC 53,140$3,892,0002.04%
QUATTRO FINANCIAL ADVISORS LLC 66,426$5,580,0001.97%
WESPAC Advisors, LLC 34,431$2,892,0001.94%
Quantitative Advantage, LLC 132,533$11,133,0001.72%
View complete list of ISHARES TR shareholders