CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 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$6,352
-2.3%
78,025
+1.0%
0.04%
-2.5%
Q2 2023$6,502
+4.6%
77,253
-3.1%
0.04%
-4.8%
Q1 2023$6,217
-39.4%
79,713
-44.2%
0.04%
-44.7%
Q4 2022$10,263
-99.9%
142,960
-13.1%
0.08%
-13.6%
Q3 2022$11,017,000
-7.6%
164,500
-0.8%
0.09%
-4.3%
Q2 2022$11,919,000
-28.2%
165,767
-13.5%
0.09%
-22.0%
Q1 2022$16,600,000
+198.5%
191,641
+220.2%
0.12%
+202.6%
Q4 2021$5,562,000
-80.9%
59,855
-83.0%
0.04%
-83.2%
Q2 2021$29,145,0000.0%351,8630.0%0.23%0.0%
Q1 2021$29,145,0000.0%351,8630.0%0.23%0.0%
Q4 2020$29,145,0000.0%351,8630.0%0.23%0.0%
Q3 2020$29,145,0000.0%351,8630.0%0.23%0.0%
Q2 2020$29,145,0000.0%351,8630.0%0.23%0.0%
Q1 2020$29,145,0000.0%351,8630.0%0.23%0.0%
Q4 2019$29,145,0000.0%351,8630.0%0.23%0.0%
Q3 2019$29,145,0000.0%351,8630.0%0.23%0.0%
Q2 2019$29,145,0000.0%351,8630.0%0.23%0.0%
Q1 2019$29,145,000
+19862.3%
351,863
+22240.5%
0.23%
+3214.3%
Q3 2017$146,000
+3.5%
1,5750.0%0.01%0.0%
Q2 2017$141,0001,5750.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
C-J Advisory, Inc. 22,794$2,173,0001.58%
Cribstone Capital Management, LLC 24,763$2,420,0001.19%
Boston Standard Wealth Management, LLC 18,789$1,836,000,0001.15%
Gibson Capital, LLC 32,723$3,191,0001.14%
Litman Gregory Wealth Management LLC 27,808$2,717,0001.11%
Patriot Wealth Management, Inc. 53,952$5,272,0000.75%
Frontier Wealth Management LLC 52,043$5,086,0000.71%
PEOPLES BANK /OH 9,250$904,0000.53%
Shepherd Financial Partners LLC 12,758$1,247,0000.31%
Vivaldi Capital Management LP 3,863$377,0000.28%
View complete list of ISHARES TR shareholders