CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 297 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 4.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$160
-17.9%
2,041
-10.4%
0.00%0.0%
Q2 2023$195
+6.6%
2,277
-12.4%
0.00%0.0%
Q1 2023$183
+50.0%
2,598
+28.8%
0.00%0.0%
Q4 2022$122
-99.9%
2,0170.0%0.00%0.0%
Q3 2022$105,000
+90.9%
2,017
+94.1%
0.00%
Q2 2022$55,000
+3.8%
1,039
+16.2%
0.00%
Q1 2022$53,000
-28.4%
8940.0%0.00%
-100.0%
Q4 2021$74,000
+19.4%
8940.0%0.00%
Q2 2021$62,0000.0%8940.0%0.00%
Q1 2021$62,0000.0%8940.0%0.00%
Q4 2020$62,0000.0%8940.0%0.00%
Q3 2020$62,0000.0%8940.0%0.00%
Q2 2020$62,0000.0%8940.0%0.00%
Q1 2020$62,0000.0%8940.0%0.00%
Q4 2019$62,0000.0%8940.0%0.00%
Q3 2019$62,0000.0%8940.0%0.00%
Q2 2019$62,0000.0%8940.0%0.00%
Q1 2019$62,000
+376.9%
894
+99.6%
0.00%
Q4 2018$13,000
-61.8%
448
-52.7%
0.00%
-100.0%
Q3 2018$34,000
+9.7%
948
+18.5%
0.00%0.0%
Q2 2018$31,000
-3.1%
8000.0%0.00%0.0%
Q1 2018$32,000
-87.4%
800
-86.2%
0.00%
-90.9%
Q4 2017$254,000
+19.8%
5,8000.0%0.01%
+10.0%
Q3 2017$212,000
+7.6%
5,8000.0%0.01%0.0%
Q2 2017$197,000
+6.5%
5,8000.0%0.01%0.0%
Q1 2017$185,000
+16.4%
5,8000.0%0.01%0.0%
Q4 2016$159,0005,8000.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 238,548$18,723,6336.20%
COTTONWOOD CAPITAL ADVISORS, LLC 46,596$3,657,3533.42%
Riggs Asset Managment Co. Inc. 115,538$9,068,5783.23%
FOCUS Wealth Advisors, LLC 53,284$4,182,2612.90%
Kirkoswald Asset Management LLC 20,000$100,0002.64%
Portfolio Strategies, Inc. 174,103$13,665,0432.63%
Capital Asset Advisory Services LLC 451,624$35,691,8182.44%
SPC Financial, Inc. 238,572$18,725,5162.10%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 29,870$2,385,1682.06%
Eldridge Investment Advisors, Inc. 69,984$5,4931.82%
View complete list of ISHARES TR shareholders