CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 150 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q1 2022
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 3,018$326,6384.78%
Capstone Triton Financial Group, LLC 27,558$2,982,5722.24%
Beaumont Capital Management, LLC 27,911$3,020,8082.10%
SIGNET FINANCIAL MANAGEMENT, LLC 99,464$10,764,9441.81%
Measured Wealth Private Client Group, LLC 31,856$3,447,7611.33%
RKL Wealth Management LLC 95,728$10,360,6381.31%
Jaffetilchin Investment Partners, LLC 104,447$11,304,2761.28%
Renasant Bank 13,588$1,470,6291.14%
Executive Wealth Management, LLC 74,405$8,052,8860.89%
CVA Family Office, LLC 28,672$3,103,1710.69%
View complete list of ISHARES TR shareholders