CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 119 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.2%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$242
-4.0%
9850.0%0.00%
-50.0%
Q2 2023$252
+3.3%
9850.0%0.00%0.0%
Q1 2023$244
-7.6%
9850.0%0.00%0.0%
Q4 2022$264
-99.9%
9850.0%0.00%0.0%
Q3 2022$252,0000.0%9850.0%0.00%0.0%
Q2 2022$252,000
-9.7%
9850.0%0.00%0.0%
Q1 2022$279,000
-2.4%
9850.0%0.00%0.0%
Q4 2021$286,000
+6.7%
985
-2.1%
0.00%0.0%
Q2 2021$268,0000.0%1,0060.0%0.00%0.0%
Q1 2021$268,0000.0%1,0060.0%0.00%0.0%
Q4 2020$268,0000.0%1,0060.0%0.00%0.0%
Q3 2020$268,0000.0%1,0060.0%0.00%0.0%
Q2 2020$268,0000.0%1,0060.0%0.00%0.0%
Q1 2020$268,0000.0%1,0060.0%0.00%0.0%
Q4 2019$268,0000.0%1,0060.0%0.00%0.0%
Q3 2019$268,0000.0%1,0060.0%0.00%0.0%
Q2 2019$268,0000.0%1,0060.0%0.00%0.0%
Q1 2019$268,000
+66.5%
1,006
+3.2%
0.00%
-50.0%
Q4 2018$161,000
-1.2%
975
+19.8%
0.00%0.0%
Q3 2018$163,000
+254.3%
814
+213.1%
0.00%
+100.0%
Q2 2018$46,000
+12.2%
2600.0%0.00%0.0%
Q1 2018$41,0000.0%2600.0%0.00%0.0%
Q4 2017$41,000
+7.9%
2600.0%0.00%0.0%
Q3 2017$38,000
-2.6%
2600.0%0.00%0.0%
Q2 2017$39,000
+11.4%
2600.0%0.00%0.0%
Q1 2017$35,000
+6.1%
2600.0%0.00%0.0%
Q4 2016$33,000
+3.1%
2600.0%0.00%0.0%
Q3 2016$32,000
-30.4%
260
-27.8%
0.00%
-33.3%
Q2 2016$46,000
+43.8%
360
+38.5%
0.00%0.0%
Q1 2016$32,0002600.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Gruss & Co., LLC 2,000$533,0001.93%
Ayalon Insurance Comp Ltd. 19,393$5,204,0001.73%
Rothschild Capital Partners, LLC 20,199$5,382,0001.72%
Wharton Business Group, LLC 66,570$17,738,0001.38%
MARTIN & CO INC /TN/ 18,410$4,906,0001.22%
FMA ADVISORY INC 12,310$3,280,0001.22%
Aveo Capital Partners, LLC 16,140$4,301,0000.95%
Terra Nova Asset Management LLC 3,666$977,0000.84%
ASSETMARK, INC 586,040$156,156,0000.72%
Carl P. Sherr & Co., LLC 3,465$923,0000.64%
View complete list of ISHARES TR shareholders