CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 152 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$620
-4.9%
6,149
-0.1%
0.00%0.0%
Q2 2023$652
+6.5%
6,153
+0.6%
0.00%0.0%
Q1 2023$612
-1.9%
6,115
-5.4%
0.00%
-20.0%
Q4 2022$624
-99.9%
6,4640.0%0.01%
+25.0%
Q3 2022$542,000
-4.9%
6,4640.0%0.00%0.0%
Q2 2022$570,000
-16.3%
6,4640.0%0.00%
-20.0%
Q1 2022$681,000
-6.6%
6,4640.0%0.01%0.0%
Q4 2021$729,000
+1.5%
6,4640.0%0.01%
-16.7%
Q2 2021$718,0000.0%6,4640.0%0.01%0.0%
Q1 2021$718,0000.0%6,4640.0%0.01%0.0%
Q4 2020$718,0000.0%6,4640.0%0.01%0.0%
Q3 2020$718,0000.0%6,4640.0%0.01%0.0%
Q2 2020$718,0000.0%6,4640.0%0.01%0.0%
Q1 2020$718,0000.0%6,4640.0%0.01%0.0%
Q4 2019$718,0000.0%6,4640.0%0.01%0.0%
Q3 2019$718,0000.0%6,4640.0%0.01%0.0%
Q2 2019$718,0000.0%6,4640.0%0.01%0.0%
Q1 2019$718,000
-0.8%
6,464
+14.8%
0.01%
-66.7%
Q4 2018$724,000
-85.3%
5,632
-82.1%
0.02%
-85.6%
Q3 2018$4,915,000
+9.8%
31,477
+1.0%
0.12%
-15.0%
Q2 2018$4,478,000
+1.7%
31,159
+2.7%
0.15%
-16.0%
Q1 2018$4,402,000
-3.0%
30,351
-1.4%
0.18%
-13.4%
Q4 2017$4,539,000
+4306.8%
30,795
+4039.1%
0.20%
+3940.0%
Q3 2017$103,000
-14.2%
744
-18.7%
0.01%
-16.7%
Q2 2017$120,0000.0%915
-4.1%
0.01%
-14.3%
Q1 2017$120,000
-98.5%
954
-98.5%
0.01%
-98.6%
Q4 2016$7,927,000
+4508.7%
65,745
+4262.6%
0.49%
+3950.0%
Q3 2016$172,000
+3.6%
1,5070.0%0.01%0.0%
Q2 2016$166,000
-46.8%
1,507
-48.3%
0.01%
-55.6%
Q1 2016$312,000
+743.2%
2,915
+657.1%
0.03%
+575.0%
Q3 2015$37,0003850.00%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
New Millennium Group LLC 34,391$3,444,6793.46%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2052.07%
Modus Advisors, LLC 43,405$4,347,4082.00%
EUDAIMONIA ADVISORS LLC 23,469$2,350,6131.58%
SOUTHERN CAPITAL ADVISORS, LLC 17,716$1,774,4341.31%
Rainsberger Wealth Advisors, Inc. 19,421$1,945,1681.15%
PLANNING DIRECTIONS INC 11,557$1,1580.86%
WEALTH ADVISORS, INC. 16,961$1,673,3210.80%
Frank, Rimerman Advisors LLC 25,616$2,565,6990.71%
Bray Capital Advisors 20,824$2,085,7320.61%
View complete list of ISHARES TR shareholders