CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 99 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.1%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$20.0%250.0%0.00%
Q4 2022$2
-99.8%
25
+127.3%
0.00%
Q1 2022$1,0000.0%110.0%0.00%
Q4 2021$1,0000.0%110.0%0.00%
Q2 2021$1,0000.0%110.0%0.00%
Q1 2021$1,0000.0%110.0%0.00%
Q4 2020$1,0000.0%110.0%0.00%
Q3 2020$1,0000.0%110.0%0.00%
Q2 2020$1,0000.0%110.0%0.00%
Q1 2020$1,0000.0%110.0%0.00%
Q4 2019$1,0000.0%110.0%0.00%
Q3 2019$1,0000.0%110.0%0.00%
Q2 2019$1,0000.0%110.0%0.00%
Q1 2019$1,000
-91.7%
11
-92.9%
0.00%
Q3 2018$12,0001550.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 38,843$3,333,1413.07%
Audent Global Asset Management, LLC 11,223$963,0801.35%
Riggs Asset Managment Co. Inc. 22,812$1,957,5000.76%
Independent Family Office, LLC 14,308$1,227,7710.71%
Wealth Management Partners, LLC 11,075$950,3470.66%
VIAWEALTH, LLC 9,548$819,3940.65%
Endowment Wealth Management, Inc. 6,992$595,0010.60%
MARTIN & CO INC /TN/ 24,871$2,134,1830.55%
Teamwork Financial Advisors, LLC 31,232$2,680,0620.50%
SAXON INTERESTS, INC. 8,724$748,5640.42%
View complete list of ISHARES TR shareholders