CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 165 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.1%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$67
-45.5%
2,003
-44.9%
0.00%
-100.0%
Q2 2023$123
-30.1%
3,633
-26.0%
0.00%0.0%
Q1 2023$176
-24.8%
4,9100.0%0.00%
-50.0%
Q4 2022$234
-99.9%
4,9100.0%0.00%0.0%
Q3 2022$234,000
-3.3%
4,9100.0%0.00%0.0%
Q2 2022$242,000
-23.2%
4,910
-8.1%
0.00%0.0%
Q1 2022$315,000
+4.0%
5,343
+8.8%
0.00%0.0%
Q4 2021$303,000
+7.4%
4,9100.0%0.00%0.0%
Q2 2021$282,0000.0%4,9100.0%0.00%0.0%
Q1 2021$282,0000.0%4,9100.0%0.00%0.0%
Q4 2020$282,0000.0%4,9100.0%0.00%0.0%
Q3 2020$282,0000.0%4,9100.0%0.00%0.0%
Q2 2020$282,0000.0%4,9100.0%0.00%0.0%
Q1 2020$282,0000.0%4,9100.0%0.00%0.0%
Q4 2019$282,0000.0%4,9100.0%0.00%0.0%
Q3 2019$282,0000.0%4,9100.0%0.00%0.0%
Q2 2019$282,0000.0%4,9100.0%0.00%0.0%
Q1 2019$282,000
-77.3%
4,910
-84.3%
0.00%
-93.5%
Q4 2018$1,242,000
-57.5%
31,177
-47.8%
0.03%
-58.7%
Q3 2018$2,925,000
+276.9%
59,678
+277.9%
0.08%
+188.5%
Q2 2018$776,000
+5073.3%
15,794
+5164.7%
0.03%
+2500.0%
Q1 2018$15,000
-76.6%
300
-76.9%
0.00%
-66.7%
Q4 2017$64,000
+4.9%
1,3000.0%0.00%0.0%
Q3 2017$61,000
+3.4%
1,3000.0%0.00%0.0%
Q2 2017$59,000
+1.7%
1,3000.0%0.00%0.0%
Q1 2017$58,000
-1.7%
1,3000.0%0.00%
-25.0%
Q4 2016$59,0001,3000.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 172,777$10,463,0003.52%
SPC Financial, Inc. 322,439$19,527,0002.42%
Cadent Capital Advisors, LLC 72,570$4,395,0001.96%
MARTIN & CO INC /TN/ 71,484$4,329,0001.02%
Aft, Forsyth & Sober, LLC 40,000$2,422,0000.91%
Spectrum Management Group, LLC 56,013$3,392,0000.53%
Teamwork Financial Advisors, LLC 32,869$1,991,0000.39%
Well Done, LLC 28,160$1,705,0000.38%
Genesee Capital Advisors, LLC 12,021$728,0000.36%
Family Firm, Inc. 19,020$1,245,0000.33%
View complete list of ISHARES TR shareholders