CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 384 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$838
-4.0%
17,661
-13.4%
0.01%0.0%
Q2 2023$873
-18.3%
20,390
-16.5%
0.01%
-28.6%
Q1 2023$1,068
-96.7%
24,411
-96.5%
0.01%
-97.1%
Q4 2022$32,543
-99.9%
700,004
-5.3%
0.24%
+3.9%
Q3 2022$29,069,000
-56.1%
739,473
-57.4%
0.23%
-55.0%
Q2 2022$66,189,000
-49.7%
1,736,323
-46.0%
0.51%
-45.0%
Q1 2022$131,538,000
+56.2%
3,214,521
+14.9%
0.93%
+57.3%
Q4 2021$84,205,000
+4.2%
2,797,518
+0.7%
0.59%
-7.9%
Q2 2021$80,847,0000.0%2,779,2000.0%0.64%0.0%
Q1 2021$80,847,0000.0%2,779,2000.0%0.64%0.0%
Q4 2020$80,847,0000.0%2,779,2000.0%0.64%0.0%
Q3 2020$80,847,0000.0%2,779,2000.0%0.64%0.0%
Q2 2020$80,847,0000.0%2,779,2000.0%0.64%0.0%
Q1 2020$80,847,0000.0%2,779,2000.0%0.64%0.0%
Q4 2019$80,847,0000.0%2,779,2000.0%0.64%0.0%
Q3 2019$80,847,0000.0%2,779,2000.0%0.64%0.0%
Q2 2019$80,847,0000.0%2,779,2000.0%0.64%0.0%
Q1 2019$80,847,000
+20790.7%
2,779,200
+22293.0%
0.64%
+6340.0%
Q4 2018$387,000
+1005.7%
12,411
+1386.3%
0.01%
+900.0%
Q3 2018$35,0000.0%8350.0%0.00%0.0%
Q2 2018$35,000
+12.9%
8350.0%0.00%0.0%
Q1 2018$31,000
-6.1%
8350.0%0.00%0.0%
Q4 2017$33,000
-2.9%
835
-7.5%
0.00%
-50.0%
Q3 2017$34,000
+6.2%
9030.0%0.00%0.0%
Q2 2017$32,000
-20.0%
903
-13.3%
0.00%0.0%
Q1 2017$40,000
+21.2%
1,042
+29.6%
0.00%0.0%
Q4 2016$33,000
+6.5%
8040.0%0.00%0.0%
Q3 2016$31,0000.0%8040.0%0.00%0.0%
Q2 2016$31,000
+10.7%
8040.0%0.00%0.0%
Q1 2016$28,000
+366.7%
804
+367.4%
0.00%
+100.0%
Q4 2015$6,000
-90.2%
172
-90.3%
0.00%
-83.3%
Q3 2015$61,000
+1120.0%
1,775
+1675.0%
0.01%
+500.0%
Q4 2013$5,0000.0%1000.0%0.00%0.0%
Q3 2013$5,0001000.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 297,249$11,331,0004.64%
Dentgroup LLC 84,624$3,226,0003.59%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$11,436,0003.09%
Williams Financial, LLC 98,312$3,748,0003.05%
AVAII WEALTH MANAGEMENT, LLC 72,378$2,759,0002.95%
Bernardo Wealth Planning LLC 120,678$4,600,0002.63%
Buttonwood Financial Group, LLC 60,179$2,275,0002.23%
SPC Financial, Inc. 460,559$17,557,0002.17%
EQ LLC 64,473$2,458,0001.94%
First Citizens Financial Corp 44,630$1,701,0001.50%
View complete list of ISHARES TR shareholders