CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 74 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12
-36.8%
500
-47.9%
0.00%
Q2 2023$19
-5.0%
960
-9.4%
0.00%
Q1 2023$20
-9.1%
1,0600.0%0.00%
Q4 2022$22
-99.9%
1,060
-37.6%
0.00%
Q3 2022$24,000
+140.0%
1,700
+183.3%
0.00%
Q2 2022$10,000
+900.0%
600
+1100.0%
0.00%
Q4 2018$1,000
-50.0%
500.0%0.00%
Q3 2018$2,0000.0%500.0%0.00%
Q2 2018$2,0000.0%500.0%0.00%
Q1 2018$2,0000.0%500.0%0.00%
Q4 2017$2,0000.0%500.0%0.00%
Q3 2017$2,0000.0%500.0%0.00%
Q2 2017$2,0000.0%500.0%0.00%
Q1 2017$2,0000.0%500.0%0.00%
Q4 2016$2,0000.0%500.0%0.00%
Q3 2016$2,0000.0%500.0%0.00%
Q2 2016$2,0000.0%500.0%0.00%
Q1 2016$2,0000.0%500.0%0.00%
Q4 2015$2,0000.0%500.0%0.00%
Q3 2015$2,000500.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Occidental Asset Management, LLC 45,682$1,154,0000.56%
BOSTON RESEARCH & MANAGEMENT INC 30,590$772,0000.32%
Family Firm, Inc. 21,938$554,0000.20%
Blume Capital Management, Inc. 14,400$364,0000.19%
Private Wealth Advisors, Inc. 16,298$412,0000.15%
FRONT BARNETT ASSOCIATES LLC 37,744$953,0000.15%
Van Cleef Asset Management,Inc 15,810$399,0000.09%
Tower Research Capital LLC (TRC) 39,897$1,008,0000.06%
ALTFEST L J & CO INC 9,185$232,0000.06%
Laurel Wealth Advisors LLC 5,800$147,0000.05%
View complete list of ISHARES TR shareholders