CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 171 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,137
-18.3%
12,639
-14.9%
0.01%
-22.2%
Q2 2023$1,391
-0.7%
14,859
-6.9%
0.01%0.0%
Q1 2023$1,401
+2.0%
15,965
-4.3%
0.01%
-10.0%
Q4 2022$1,373
-99.9%
16,675
+14.7%
0.01%
+11.1%
Q3 2022$1,104,000
-15.8%
14,541
-10.5%
0.01%
-10.0%
Q2 2022$1,311,000
-30.0%
16,247
-16.1%
0.01%
-23.1%
Q1 2022$1,874,000
-13.8%
19,354
-5.4%
0.01%
-13.3%
Q4 2021$2,174,000
+3.1%
20,465
-7.2%
0.02%
-11.8%
Q2 2021$2,108,0000.0%22,0620.0%0.02%0.0%
Q1 2021$2,108,0000.0%22,0620.0%0.02%0.0%
Q4 2020$2,108,0000.0%22,0620.0%0.02%0.0%
Q3 2020$2,108,0000.0%22,0620.0%0.02%0.0%
Q2 2020$2,108,0000.0%22,0620.0%0.02%0.0%
Q1 2020$2,108,0000.0%22,0620.0%0.02%0.0%
Q4 2019$2,108,0000.0%22,0620.0%0.02%0.0%
Q3 2019$2,108,0000.0%22,0620.0%0.02%0.0%
Q2 2019$2,108,0000.0%22,0620.0%0.02%0.0%
Q1 2019$2,108,000
-9.2%
22,062
-2.0%
0.02%
-70.7%
Q4 2018$2,322,000
+2.3%
22,513
+18.4%
0.06%0.0%
Q3 2018$2,270,000
+32.7%
19,022
+25.5%
0.06%
+3.6%
Q2 2018$1,710,000
+92.8%
15,155
+89.4%
0.06%
+60.0%
Q1 2018$887,000
+171.3%
8,003
+171.5%
0.04%
+133.3%
Q4 2017$327,000
+5350.0%
2,948
+5359.3%
0.02%
Q3 2017$6,000540.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Colorado Capital Management, Inc. 32,891$3,281,0002.36%
Highland Private Wealth Management 39,355$4,697,0001.56%
TOMPKINS FINANCIAL CORP 31,827$3,799,0000.78%
C-J Advisory, Inc. 9,333$1,114,0000.75%
Patriot Wealth Management, Inc. 46,641$5,567,0000.70%
FundX Investment Group, LLC 9,342$1,115,0000.62%
MISSION WEALTH MANAGEMENT, LP 36,725$4,383,0000.58%
GOULD ASSET MANAGEMENT LLC /CA/ 10,640$1,270,0000.51%
Shepherd Financial Partners LLC 16,252$1,834,0000.41%
Snowden Capital Advisors LLC 29,481$3,518,9380.40%
View complete list of ISHARES TR shareholders