CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 228 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$500
-3.7%
2,682
+3.6%
0.00%0.0%
Q2 2023$519
+11.9%
2,590
+11.2%
0.00%0.0%
Q1 2023$464
+4.3%
2,329
+6.2%
0.00%0.0%
Q4 2022$445
-99.9%
2,193
+5.2%
0.00%0.0%
Q3 2022$375,000
-4.1%
2,084
+3.8%
0.00%0.0%
Q2 2022$391,000
+5.4%
2,007
+8.5%
0.00%0.0%
Q1 2022$371,000
+1.1%
1,850
+0.9%
0.00%0.0%
Q4 2021$367,000
+9.6%
1,833
+0.7%
0.00%0.0%
Q2 2021$335,0000.0%1,8200.0%0.00%0.0%
Q1 2021$335,0000.0%1,8200.0%0.00%0.0%
Q4 2020$335,0000.0%1,8200.0%0.00%0.0%
Q3 2020$335,0000.0%1,8200.0%0.00%0.0%
Q2 2020$335,0000.0%1,8200.0%0.00%0.0%
Q1 2020$335,0000.0%1,8200.0%0.00%0.0%
Q4 2019$335,0000.0%1,8200.0%0.00%0.0%
Q3 2019$335,0000.0%1,8200.0%0.00%0.0%
Q2 2019$335,0000.0%1,8200.0%0.00%0.0%
Q1 2019$335,000
-1.5%
1,820
-43.1%
0.00%
-62.5%
Q4 2018$340,000
+6700.0%
3,197
+8097.4%
0.01%
Q3 2018$5,0000.0%390.0%0.00%
Q2 2018$5,0000.0%390.0%0.00%
Q1 2018$5,000
-88.6%
39
-88.7%
0.00%
-100.0%
Q4 2017$44,000
-13.7%
345
-18.2%
0.00%0.0%
Q3 2017$51,000
-99.0%
422
-99.0%
0.00%
-99.2%
Q2 2017$5,080,000
+126900.0%
41,734
+109726.3%
0.26%
Q1 2016$4,000
+33.3%
38
+40.7%
0.00%
Q3 2015$3,000270.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders