CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 219 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22
-8.3%
2200.0%0.00%
Q2 2023$24
-75.0%
220
-76.0%
0.00%
-100.0%
Q1 2023$96
-3.0%
9150.0%0.00%0.0%
Q4 2022$99
-99.9%
915
-1.4%
0.00%0.0%
Q3 2022$96,000
-1.0%
928
-0.4%
0.00%0.0%
Q2 2022$97,000
-17.8%
932
+1.9%
0.00%0.0%
Q1 2022$118,000
-7.8%
9150.0%0.00%0.0%
Q4 2021$128,000
-8.6%
9150.0%0.00%0.0%
Q2 2021$140,0000.0%9150.0%0.00%0.0%
Q1 2021$140,0000.0%9150.0%0.00%0.0%
Q4 2020$140,0000.0%9150.0%0.00%0.0%
Q3 2020$140,0000.0%9150.0%0.00%0.0%
Q2 2020$140,0000.0%9150.0%0.00%0.0%
Q1 2020$140,0000.0%9150.0%0.00%0.0%
Q4 2019$140,0000.0%9150.0%0.00%0.0%
Q3 2019$140,0000.0%9150.0%0.00%0.0%
Q2 2019$140,0000.0%9150.0%0.00%0.0%
Q1 2019$140,000
+600.0%
915
+279.7%
0.00%
Q4 2018$20,000
-31.0%
241
-10.4%
0.00%
-100.0%
Q3 2018$29,000
+11.5%
269
+8.5%
0.00%0.0%
Q2 2018$26,000
+23.8%
248
+12.7%
0.00%0.0%
Q1 2018$21,0000.0%2200.0%0.00%0.0%
Q4 2017$21,0000.0%2200.0%0.00%0.0%
Q3 2017$21,000
+5.0%
2200.0%0.00%0.0%
Q2 2017$20,000
+5.3%
2200.0%0.00%0.0%
Q1 2017$19,0000.0%2200.0%0.00%0.0%
Q4 2016$19,000
+11.8%
2200.0%0.00%0.0%
Q3 2016$17,000
+6.2%
2200.0%0.00%0.0%
Q2 2016$16,000
+6.7%
2200.0%0.00%0.0%
Q1 2016$15,000
-93.0%
220
-92.2%
0.00%
-97.4%
Q2 2014$215,000
-1.8%
2,8310.0%0.04%
+26.7%
Q1 2014$219,000
-71.4%
2,831
-72.2%
0.03%
-74.8%
Q4 2013$766,000
-19.7%
10,200
-26.8%
0.12%
-52.4%
Q3 2013$954,00013,9360.25%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
MD Financial Management Inc. 585,543$51,616,0002.71%
One Capital Management, LLC 174,301$15,365,0002.56%
Efficient Advisors, LLC 156,414$13,788,0002.52%
ARKANSAS FINANCIAL GROUP, INC. 69,737$6,147,0002.18%
Harborview Advisors, LLC 29,514$2,602,0002.09%
Schoolcraft Capital LLC 37,285$3,286,6711.88%
Parkside Advisors LLC 38,194$3,367,0001.77%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 43,840$3,864,0001.63%
WESCAP Management Group, Inc. 39,899$3,517,0001.45%
DOWLING & YAHNKE LLC 198,862$17,530,0001.45%
View complete list of ISHARES TR shareholders