CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 93 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.

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 Q3 2023
NameSharesValueWeighting ↓
EWG Elevate Inc. 483,043$5,429,0002.50%
Van Cleef Asset Management,Inc 168,045$1,889,0000.31%
Occidental Asset Management, LLC 37,815$425,0000.14%
GRIMES & COMPANY, INC. 94,063$1,057,0000.06%
Family Firm, Inc. 12,512$162,0000.05%
Mutual Advisors, LLC 20,354$229,0000.02%
Tower Research Capital LLC (TRC) 39,874$448,0000.01%
DOWLING & YAHNKE LLC 10,000$112,0000.01%
STEPHENS INC /AR/ 16,081$181,0000.00%
QUADRANT CAPITAL GROUP LLC 784$9,0000.00%
View complete list of ISHARES TR shareholders