CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q3 2023
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders