CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 290 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$85,807
+2512.9%
1,785,041
+2622.8%
0.53%
+2530.0%
Q2 2023$3,284
+475.1%
65,559
+481.5%
0.02%
+400.0%
Q1 2023$571
+118.8%
11,275
+112.0%
0.00%
+100.0%
Q4 2022$261
-100.0%
5,318
-99.1%
0.00%
-99.1%
Q3 2022$29,143,000
+9064.5%
606,512
+9635.3%
0.23%
+11500.0%
Q2 2022$318,000
-17.0%
6,230
-10.4%
0.00%
-33.3%
Q1 2022$383,000
-62.8%
6,957
-59.7%
0.00%
-57.1%
Q4 2021$1,030,000
-94.7%
17,244
-94.7%
0.01%
-95.5%
Q2 2021$19,603,0000.0%323,5310.0%0.16%0.0%
Q1 2021$19,603,0000.0%323,5310.0%0.16%0.0%
Q4 2020$19,603,0000.0%323,5310.0%0.16%0.0%
Q3 2020$19,603,0000.0%323,5310.0%0.16%0.0%
Q2 2020$19,603,0000.0%323,5310.0%0.16%0.0%
Q1 2020$19,603,0000.0%323,5310.0%0.16%0.0%
Q4 2019$19,603,0000.0%323,5310.0%0.16%0.0%
Q3 2019$19,603,0000.0%323,5310.0%0.16%0.0%
Q2 2019$19,603,0000.0%323,5310.0%0.16%0.0%
Q1 2019$19,603,000
-45.1%
323,531
-52.0%
0.16%
-82.5%
Q4 2018$35,679,000
+25.3%
673,833
+26.9%
0.89%
+22.6%
Q3 2018$28,467,000
-38.5%
530,909
+22.9%
0.73%
-52.3%
Q2 2018$46,275,000
+7.0%
431,953
+8.8%
1.52%
-11.4%
Q1 2018$43,259,000
+8.4%
396,979
+11.5%
1.72%
-2.9%
Q4 2017$39,891,000
+31.5%
356,077
+31.7%
1.77%
+23.5%
Q3 2017$30,333,000
+16.5%
270,274
+16.0%
1.43%
+7.5%
Q2 2017$26,027,000
+20.6%
233,047
+18.7%
1.33%
+9.3%
Q1 2017$21,587,000
+14.4%
196,403
+13.6%
1.22%
+5.5%
Q4 2016$18,878,000
-4.6%
172,846
-0.6%
1.16%
-15.3%
Q3 2016$19,793,000
+20.2%
173,914
+19.7%
1.37%
+13.7%
Q2 2016$16,464,000
+175.5%
145,249
+168.2%
1.20%
+128.8%
Q1 2016$5,975,000
+448.7%
54,167
+430.9%
0.52%
+395.3%
Q4 2015$1,089,000
+54350.0%
10,202
+44256.5%
0.11%
Q4 2013$2,000230.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,175,793$59,930,00015.12%
American Family Insurance Mutual Holding Co 2,500,000$127,425,0006.24%
WT Wealth Management 172,927$8,814,0004.35%
Compass Financial Group, Inc. 123,337$6,286,0004.00%
Insight Wealth Partners, LLC 73,319$3,737,0002.81%
Tolleson Wealth Management, Inc. 147,798$7,533,0002.13%
KerberRose Wealth Management, LLC 50,496$2,574,0002.10%
Shelter Mutual Insurance Co 130,000$6,626,0002.01%
IVC Wealth Advisors LLC 43,655$2,225,0001.72%
Avidian Wealth Solutions, LLC 473,746$24,147,0001.71%
View complete list of ISHARES TR shareholders