CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 611 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,915
-7.5%
18,620
-6.4%
0.01%
-7.7%
Q2 2023$2,070
+4.2%
19,894
+4.9%
0.01%0.0%
Q1 2023$1,986
-1.1%
18,971
-1.5%
0.01%
-13.3%
Q4 2022$2,008
-99.9%
19,255
-5.7%
0.02%
-11.8%
Q3 2022$2,095,000
+88.2%
20,410
+91.9%
0.02%
+88.9%
Q2 2022$1,113,000
+501.6%
10,638
+501.4%
0.01%
+800.0%
Q1 2022$185,000
-6.1%
1,769
-3.8%
0.00%0.0%
Q4 2021$197,000
+18.7%
1,838
+19.1%
0.00%0.0%
Q2 2021$166,0000.0%1,5430.0%0.00%0.0%
Q1 2021$166,0000.0%1,5430.0%0.00%0.0%
Q4 2020$166,0000.0%1,5430.0%0.00%0.0%
Q3 2020$166,0000.0%1,5430.0%0.00%0.0%
Q2 2020$166,0000.0%1,5430.0%0.00%0.0%
Q1 2020$166,0000.0%1,5430.0%0.00%0.0%
Q4 2019$166,0000.0%1,5430.0%0.00%0.0%
Q3 2019$166,0000.0%1,5430.0%0.00%0.0%
Q2 2019$166,0000.0%1,5430.0%0.00%0.0%
Q1 2019$166,000
+52.3%
1,543
+49.5%
0.00%
-66.7%
Q4 2018$109,000
-5.2%
1,032
-6.2%
0.00%0.0%
Q3 2018$115,000
+51.3%
1,100
+51.1%
0.00%0.0%
Q2 2018$76,000
-9.5%
728
-8.8%
0.00%0.0%
Q1 2018$84,000
+4100.0%
798
+3369.6%
0.00%
Q4 2013$2,000230.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 536,675$55,959,00017.74%
Horiko Capital Management LLC 194,961$20,328,58315.69%
DGS Capital Management, LLC 197,076$20,549,11313.44%
Windham Capital Management, LLC 326,499$34,044,03613.08%
Manhattan West Asset Management, LLC 245,167$25,563,56313.05%
WIT, LLC 3,819$398,162,90810.92%
Financial Council, LLC 156,358$16,303,44910.21%
Cardinal Strategic Wealth Guidance 194,942$20,326,6029.77%
Williams Financial, LLC 82,511$8,603,3927.47%
ANGELES WEALTH MANAGEMENT, LLC 363,970$37,951,1526.64%
View complete list of ISHARES TR shareholders