CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 95 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$27
-12.9%
248
-13.0%
0.00%
Q1 2024$310.0%285
+0.4%
0.00%
Q4 2023$31
-34.0%
284
-36.3%
0.00%
Q3 2023$47
-26.6%
446
-25.2%
0.00%
Q2 2023$64
+1.6%
596
+1.7%
0.00%
Q1 2023$63
-25.9%
586
-26.2%
0.00%
-100.0%
Q4 2022$85
-99.9%
794
+10.7%
0.00%0.0%
Q3 2022$76,000
+111.1%
717
+119.3%
0.00%
Q2 2022$36,000
-2.7%
3270.0%0.00%
Q1 2022$37,000
-2.6%
327
+0.3%
0.00%
Q4 2021$38,0000.0%326
+0.3%
0.00%
Q2 2021$38,0000.0%3250.0%0.00%
Q1 2021$38,0000.0%3250.0%0.00%
Q4 2020$38,0000.0%3250.0%0.00%
Q3 2020$38,0000.0%3250.0%0.00%
Q2 2020$38,0000.0%3250.0%0.00%
Q1 2020$38,0000.0%3250.0%0.00%
Q4 2019$38,0000.0%3250.0%0.00%
Q3 2019$38,0000.0%3250.0%0.00%
Q2 2019$38,0000.0%3250.0%0.00%
Q1 2019$38,000
+850.0%
325
+828.6%
0.00%
Q4 2018$4,000
-55.6%
35
-57.3%
0.00%
Q3 2018$9,000
+80.0%
82
+74.5%
0.00%
Q2 2018$5,000470.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
UBP Investment Advisors SA 24,575$2,719,0003.20%
WealthShield Partners, LLC 57,218$3,866,0002.36%
RKL Wealth Management LLC 40,722$4,546,0001.03%
RFG Advisory, LLC 26,101$2,908,0000.88%
AT Bancorp 21,689$2,416,0000.27%
Morningstar Investment Services LLC 119,702$13,337,0000.25%
ASSETMARK, INC 208,810$23,266,0000.23%
Weatherstone Capital Management 2,530$282,0000.22%
Lucia Wealth Services, LLC 4,588$511,0000.22%
JAMES INVESTMENT RESEARCH, INC. 44,798$4,991,0000.19%
View complete list of ISHARES TR shareholders