CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 260 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 11.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$736
-7.1%
4,761
-5.1%
0.01%0.0%
Q2 2023$792
+4.6%
5,0150.0%0.01%0.0%
Q1 2023$757
-13.3%
5,015
-9.5%
0.01%
-16.7%
Q4 2022$873
-99.9%
5,540
-2.5%
0.01%0.0%
Q3 2022$802,000
-48.7%
5,680
-46.1%
0.01%
-50.0%
Q2 2022$1,562,000
+98.7%
10,540
+141.8%
0.01%
+100.0%
Q1 2022$786,000
-6.7%
4,3590.0%0.01%0.0%
Q4 2021$842,000
+11.5%
4,359
+6.9%
0.01%0.0%
Q2 2021$755,0000.0%4,0760.0%0.01%0.0%
Q1 2021$755,0000.0%4,0760.0%0.01%0.0%
Q4 2020$755,0000.0%4,0760.0%0.01%0.0%
Q3 2020$755,0000.0%4,0760.0%0.01%0.0%
Q2 2020$755,0000.0%4,0760.0%0.01%0.0%
Q1 2020$755,0000.0%4,0760.0%0.01%0.0%
Q4 2019$755,0000.0%4,0760.0%0.01%0.0%
Q3 2019$755,0000.0%4,0760.0%0.01%0.0%
Q2 2019$755,0000.0%4,0760.0%0.01%0.0%
Q1 2019$755,000
+51.0%
4,076
-8.4%
0.01%
-50.0%
Q4 2018$500,000
+3025.0%
4,450
+3608.3%
0.01%
+1100.0%
Q1 2018$16,0000.0%1200.0%0.00%0.0%
Q4 2017$16,000
+14.3%
1200.0%0.00%0.0%
Q3 2017$14,000
-48.1%
120
-48.7%
0.00%0.0%
Q2 2017$27,000
-15.6%
234
-19.3%
0.00%
-50.0%
Q1 2017$32,000
+88.2%
290
+85.9%
0.00%
+100.0%
Q4 2016$17,000
+466.7%
156
+387.5%
0.00%
Q3 2015$3,000320.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Wealthgate Family Office, LLC 18,417$2,848,0108.85%
Kozak & Associates, Inc. 79,445$12,194,8074.46%
SAM Advisors, LLC 41,000$6,340,2402.75%
RiverFront Investment Group, LLC 453,505$70,1292.49%
ARKANSAS FINANCIAL GROUP, INC. 47,871$7,402,7901.51%
Baltimore-Washington Financial Advisors, Inc. 110,214$17,043,5661.38%
Financial Freedom, LLC 11,268$1,742,4161.24%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 39,526$6,112,3011.20%
COTTONWOOD CAPITAL ADVISORS, LLC 6,001$927,9550.87%
Snider Financial Group 11,249$1,739,6090.84%
View complete list of ISHARES TR shareholders