CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 307 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.99 and the average weighting 0.5%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,861
-74.2%
34,120
-73.7%
0.02%
-73.9%
Q2 2023$14,937
+25.1%
129,590
+27.7%
0.09%
+13.6%
Q1 2023$11,937
+3.1%
101,466
+0.7%
0.08%
-4.7%
Q4 2022$11,579
-99.9%
100,784
-5.6%
0.08%
-12.4%
Q3 2022$12,198,000
-11.4%
106,741
-7.4%
0.10%
-9.3%
Q2 2022$13,764,000
-12.2%
115,333
-10.2%
0.11%
-3.6%
Q1 2022$15,674,000
-12.5%
128,419
-7.7%
0.11%
-11.9%
Q4 2021$17,908,000
-43.4%
139,182
-42.5%
0.13%
-50.0%
Q2 2021$31,615,0000.0%242,2060.0%0.25%0.0%
Q1 2021$31,615,0000.0%242,2060.0%0.25%0.0%
Q4 2020$31,615,0000.0%242,2060.0%0.25%0.0%
Q3 2020$31,615,0000.0%242,2060.0%0.25%0.0%
Q2 2020$31,615,0000.0%242,2060.0%0.25%0.0%
Q1 2020$31,615,0000.0%242,2060.0%0.25%0.0%
Q4 2019$31,615,0000.0%242,2060.0%0.25%0.0%
Q3 2019$31,615,0000.0%242,2060.0%0.25%0.0%
Q2 2019$31,615,0000.0%242,2060.0%0.25%0.0%
Q1 2019$31,615,000
+347.6%
242,206
+316.3%
0.25%
+43.2%
Q4 2018$7,063,000
+16.4%
58,180
+14.2%
0.18%
+13.5%
Q3 2018$6,067,000
+58.2%
50,951
+59.4%
0.16%
+23.0%
Q2 2018$3,835,000
+212.8%
31,958
+214.4%
0.13%
+157.1%
Q1 2018$1,226,000
+11045.5%
10,164
+11450.0%
0.05%
Q4 2017$11,000
+83.3%
88
+69.2%
0.00%
Q3 2017$6,000
-98.8%
52
-98.7%
0.00%
-100.0%
Q2 2016$491,000
+16.4%
3,853
+12.0%
0.04%
-12.2%
Q4 2015$422,000
-9.8%
3,440
-8.5%
0.04%
-12.8%
Q3 2015$468,0003,7580.05%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Lyons Wealth Management, LLC. 53,603$6,605,00018.56%
Keel Point, LLC 1,095,643$134,983,00015.59%
ALTFEST L J & CO INC 450,137$55,457,00013.50%
One Day In July LLC 109,960$13,547,0009.65%
Mount Lucas Management LP 436,335$53,756,0008.90%
Deane Retirement Strategies, Inc. 153,622$18,928,0008.25%
LFA - Lugano Financial Advisors SA 109,708$13,516,0008.10%
PROFFITT & GOODSON INC 259,807$32,008,0008.08%
GM Advisory Group, LLC 152,001$18,727,0006.16%
Bangor Savings Bank 254,843$31,396,0005.90%
View complete list of ISHARES TR shareholders