CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 352 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$5,858
+16.5%
211,693
+18.0%
0.03%
+16.7%
Q1 2024$5,029
+10.4%
179,368
+10.2%
0.02%0.0%
Q4 2023$4,555
-1.1%
162,748
-10.3%
0.02%
-14.3%
Q3 2023$4,607
-16.5%
181,372
-13.4%
0.03%
-17.6%
Q2 2023$5,517
-15.0%
209,530
-11.3%
0.03%
-22.7%
Q1 2023$6,491
+76.4%
236,123
+74.3%
0.04%
+63.0%
Q4 2022$3,679
-99.9%
135,439
+7.1%
0.03%
+17.4%
Q3 2022$2,848,000
+12.4%
126,405
+35.5%
0.02%
+15.0%
Q2 2022$2,534,000
+13.4%
93,310
+32.7%
0.02%
+25.0%
Q1 2022$2,234,000
+30.0%
70,339
+27.6%
0.02%
+33.3%
Q4 2021$1,719,000
+43.4%
55,130
+49.0%
0.01%
+20.0%
Q2 2021$1,199,0000.0%37,0050.0%0.01%0.0%
Q1 2021$1,199,0000.0%37,0050.0%0.01%0.0%
Q4 2020$1,199,0000.0%37,0050.0%0.01%0.0%
Q3 2020$1,199,0000.0%37,0050.0%0.01%0.0%
Q2 2020$1,199,0000.0%37,0050.0%0.01%0.0%
Q1 2020$1,199,0000.0%37,0050.0%0.01%0.0%
Q4 2019$1,199,0000.0%37,0050.0%0.01%0.0%
Q3 2019$1,199,0000.0%37,0050.0%0.01%0.0%
Q2 2019$1,199,0000.0%37,0050.0%0.01%0.0%
Q1 2019$1,199,000
+1294.2%
37,005
+1133.5%
0.01%
+400.0%
Q4 2018$86,000
-12.2%
3,0000.0%0.00%
-33.3%
Q3 2018$98,000
+1.0%
3,000
-0.4%
0.00%0.0%
Q2 2018$97,000
-2.0%
3,011
+0.4%
0.00%
-25.0%
Q1 2018$99,000
-2.0%
3,0000.0%0.00%0.0%
Q4 2017$101,0000.0%3,0000.0%0.00%
-20.0%
Q3 2017$101,000
+3.1%
3,0000.0%0.01%0.0%
Q2 2017$98,000
+4.3%
3,0000.0%0.01%0.0%
Q1 2017$94,000
+59.3%
3,000
+50.0%
0.01%
+25.0%
Q4 2016$59,000
-35.9%
2,000
-34.9%
0.00%
-33.3%
Q3 2016$92,000
+61.4%
3,070
+53.5%
0.01%
+50.0%
Q2 2016$57,000
-1.7%
2,0000.0%0.00%
-20.0%
Q1 2016$58,0002,0000.01%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 251,494$7,987,0005.36%
Fountainhead AM, LLC 328,156$10,422,0004.63%
Kerntke Otto McGlone Wealth Management Group 43,228$1,373,0003.14%
Sterling Financial Planning, Inc. 152,140$4,832,0003.04%
First National Bank of Hutchinson 163,677$5,199,0003.03%
COWA, LLC 173,456$5,512,0002.74%
SUMMIT FINANCIAL GROUP, INC. 210,315$7,696,0002.61%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 63,461$2,016,0002.25%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,520,0002.16%
Murphy, Middleton, Hinkle & Parker, Inc. 117,520$3,732,0002.00%
View complete list of ISHARES TR shareholders