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
Q2 2024$11
-8.3%
5000.0%0.00%
Q1 2024$12
+9.1%
5000.0%0.00%
Q4 2023$11
-8.3%
5000.0%0.00%
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 44,405$264,0000.13%
FRONT BARNETT ASSOCIATES LLC 92,628$550,0000.10%
Addison Capital Co 21,548$128,0000.09%
Family Firm, Inc. 20,498$122,0000.05%
Global Retirement Partners, LLC 13,353$79,0000.02%
Cannell & Spears LLC 15,300$91,0000.01%
Equitable Holdings, Inc. 13,480$80,0000.00%
CITIZENS FINANCIAL GROUP INC/RI 1,521$9,0000.00%
QUADRANT CAPITAL GROUP LLC 773$5,0000.00%
Tarbox Family Office, Inc. 300$2,0000.00%
View complete list of ISHARES TR shareholders