CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 150 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 2.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$70
-4.1%
5500.0%0.00%
Q2 2023$73
-11.0%
550
-11.4%
0.00%
-100.0%
Q1 2023$82
+18.8%
621
+12.9%
0.00%0.0%
Q4 2022$69
-99.9%
550
-11.3%
0.00%0.0%
Q3 2022$67,000
-8.2%
620
+0.2%
0.00%0.0%
Q2 2022$73,000
-8.8%
619
+15.1%
0.00%0.0%
Q1 2022$80,000
+21.2%
538
+14.7%
0.00%
Q4 2021$66,000
-5.7%
469
-13.0%
0.00%
-100.0%
Q2 2021$70,0000.0%5390.0%0.00%0.0%
Q1 2021$70,0000.0%5390.0%0.00%0.0%
Q4 2020$70,0000.0%5390.0%0.00%0.0%
Q3 2020$70,0000.0%5390.0%0.00%0.0%
Q2 2020$70,0000.0%5390.0%0.00%0.0%
Q1 2020$70,0000.0%5390.0%0.00%0.0%
Q4 2019$70,0000.0%5390.0%0.00%0.0%
Q3 2019$70,0000.0%5390.0%0.00%0.0%
Q2 2019$70,0000.0%5390.0%0.00%0.0%
Q1 2019$70,000
-75.6%
539
-84.2%
0.00%
-85.7%
Q4 2018$287,000
+537.8%
3,416
+654.1%
0.01%
+600.0%
Q3 2018$45,000
-4.3%
453
-3.8%
0.00%
-50.0%
Q2 2018$47,000
-98.9%
471
-99.0%
0.00%
-98.8%
Q1 2018$4,343,000
-32.0%
45,205
-27.6%
0.17%
-39.1%
Q4 2017$6,385,000
+5500.9%
62,473
+5167.5%
0.28%
+5580.0%
Q3 2017$114,000
-94.4%
1,186
-94.8%
0.01%
-95.2%
Q2 2017$2,022,000
-62.9%
22,628
-63.0%
0.10%
-66.2%
Q1 2017$5,456,000
+36273.3%
61,206
+34285.4%
0.31%
+30700.0%
Q4 2016$15,0001780.00%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Commonwealth Financial Services, LLC 70,535$5,571,0005.24%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 76,915$6,075,0002.22%
Quantitative Advantage, LLC 78,876$6,230,0001.89%
First Heartland Consultants, Inc. 28,681$2,265,0000.66%
Cranbrook Wealth Management, LLC 13,814$1,091,0000.55%
Kalos Management, Inc. 6,952$549,0000.47%
First Allied Advisory Services, Inc. 94,108$7,433,0000.40%
COMMERCE BANK 308,605$24,373,0000.38%
Madden Advisory Services, Inc. 7,710$608,0000.37%
ROBERTS GLORE & CO INC /IL/ 6,414$507,0000.36%
View complete list of ISHARES TR shareholders