CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 139 filers reported holding ISHARES TR in Q2 2018. 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$199
-10.0%
2,7020.0%0.00%0.0%
Q2 2023$221
-2.2%
2,7020.0%0.00%
-50.0%
Q1 2023$226
-4.6%
2,702
-1.3%
0.00%0.0%
Q4 2022$237
-99.9%
2,738
-6.4%
0.00%0.0%
Q3 2022$237,000
+1.3%
2,924
+6.8%
0.00%0.0%
Q2 2022$234,000
-5.6%
2,738
+0.3%
0.00%0.0%
Q1 2022$248,000
+2.9%
2,7300.0%0.00%0.0%
Q4 2021$241,000
+10.6%
2,730
-1.8%
0.00%0.0%
Q2 2021$218,0000.0%2,7800.0%0.00%0.0%
Q1 2021$218,0000.0%2,7800.0%0.00%0.0%
Q4 2020$218,0000.0%2,7800.0%0.00%0.0%
Q3 2020$218,0000.0%2,7800.0%0.00%0.0%
Q2 2020$218,0000.0%2,7800.0%0.00%0.0%
Q1 2020$218,0000.0%2,7800.0%0.00%0.0%
Q4 2019$218,0000.0%2,7800.0%0.00%0.0%
Q3 2019$218,0000.0%2,7800.0%0.00%0.0%
Q2 2019$218,0000.0%2,7800.0%0.00%0.0%
Q1 2019$218,000
-23.5%
2,780
+30.9%
0.00%
-71.4%
Q4 2018$285,000
+74.8%
2,124
+74.5%
0.01%
+75.0%
Q3 2018$163,000
+1.2%
1,2170.0%0.00%
-20.0%
Q2 2018$161,000
+3.9%
1,2170.0%0.01%
-16.7%
Q1 2018$155,000
-29.5%
1,217
-26.6%
0.01%
-40.0%
Q4 2017$220,000
-95.2%
1,658
-95.2%
0.01%
-95.4%
Q3 2017$4,608,000
-13.1%
34,667
-15.0%
0.22%
-19.9%
Q2 2017$5,302,000
+8056.9%
40,774
+7926.4%
0.27%
+6700.0%
Q1 2017$65,000
+4.8%
5080.0%0.00%0.0%
Q4 2016$62,000
+63.2%
508
+64.9%
0.00%
+33.3%
Q3 2016$38,000
-5.0%
3080.0%0.00%0.0%
Q2 2016$40,000
-83.5%
308
-86.6%
0.00%
-91.4%
Q3 2014$242,000
-5.5%
2,3030.0%0.04%
-23.9%
Q2 2014$256,000
+6.7%
2,3030.0%0.05%
+39.4%
Q1 2014$240,000
-49.2%
2,303
-53.2%
0.03%
-55.4%
Q4 2013$472,000
-49.0%
4,923
-50.1%
0.07%
-69.5%
Q3 2013$926,0009,8660.24%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Destination Wealth Management 299,602$42,004,0002.27%
LBMC INVESTMENT ADVISORS, LLC 65,297$9,155,0001.44%
First Citizens Financial Corp 6,330$887,0000.92%
BEAM WEALTH ADVISORS, INC. 6,154$873,0000.88%
Kalos Management, Inc. 12,954$1,816,0000.76%
HOLDERNESS INVESTMENTS CO 10,554$1,480,0000.66%
Carl P. Sherr & Co., LLC 4,718$661,0000.66%
MinichMacGregor Wealth Management, LLC 8,102$1,135,0000.63%
Family Firm, Inc. 11,147$1,563,0000.58%
Field & Main Bank 4,540$637,0000.54%
View complete list of ISHARES TR shareholders