CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 243 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.24 and the average weighting 0.1%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$953
-2.4%
3,527
+1.3%
0.01%0.0%
Q2 2023$976
+38.8%
3,482
+35.3%
0.01%
+20.0%
Q1 2023$703
+5.1%
2,574
+9.1%
0.01%0.0%
Q4 2022$669
-99.9%
2,359
-1.4%
0.01%0.0%
Q3 2022$605,000
-59.0%
2,393
-56.4%
0.01%
-54.5%
Q2 2022$1,477,000
+163.3%
5,493
+183.0%
0.01%
+175.0%
Q1 2022$561,000
-3.3%
1,941
+0.6%
0.00%0.0%
Q4 2021$580,000
+16.2%
1,930
+5.5%
0.00%0.0%
Q2 2021$499,0000.0%1,8300.0%0.00%0.0%
Q1 2021$499,0000.0%1,8300.0%0.00%0.0%
Q4 2020$499,0000.0%1,8300.0%0.00%0.0%
Q3 2020$499,0000.0%1,8300.0%0.00%0.0%
Q2 2020$499,0000.0%1,8300.0%0.00%0.0%
Q1 2020$499,0000.0%1,8300.0%0.00%0.0%
Q4 2019$499,0000.0%1,8300.0%0.00%0.0%
Q3 2019$499,0000.0%1,8300.0%0.00%0.0%
Q2 2019$499,0000.0%1,8300.0%0.00%0.0%
Q1 2019$499,000
+984.8%
1,830
+620.5%
0.00%
+300.0%
Q4 2018$46,000
+187.5%
254
+217.5%
0.00%
Q3 2018$16,000
+100.0%
80
+77.8%
0.00%
Q2 2018$8,0000.0%450.0%0.00%
Q1 2018$8,000
-20.0%
45
-25.0%
0.00%
Q4 2017$10,000
-99.8%
60
-99.8%
0.00%
-100.0%
Q3 2017$4,608,000
+8761.5%
26,815
+8522.2%
0.22%
+7166.7%
Q2 2017$52,000
-99.0%
311
-99.1%
0.00%
-99.0%
Q1 2017$5,243,000
+23731.8%
33,675
+21909.8%
0.30%
+29500.0%
Q4 2016$22,000
-4.3%
1530.0%0.00%
-50.0%
Q3 2016$23,0000.0%1530.0%0.00%0.0%
Q2 2016$23,000
-61.7%
153
-64.2%
0.00%
-60.0%
Q1 2016$60,000
+1900.0%
427
+2272.2%
0.01%
Q3 2015$3,000180.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,794$11,507,0007.35%
Sowa Financial Group, Inc. 30,388$7,473,0005.03%
First Citizens Financial Corp 19,195$4,672,0004.07%
JGP Wealth Management, LLC 58,474$14,776,0003.42%
Oakworth Capital, Inc. 95,927$23,589,0003.06%
HC Advisors, LLC 12,738$3,132,0002.14%
Cadent Capital Advisors, LLC 16,091$3,957,0001.95%
Kesler, Norman & Wride, LLC 28,270$6,952,0001.94%
PETTYJOHN, WOOD & WHITE, INC 22,458$5,523,0001.41%
Mine & Arao Wealth Creation & Management, LLC. 7,900$1,943,0001.40%
View complete list of ISHARES TR shareholders