CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 155 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$40
-2.4%
805
+1.9%
0.00%
Q2 2023$41
-48.1%
790
-49.9%
0.00%
-100.0%
Q1 2023$79
-1.2%
1,578
-7.2%
0.00%0.0%
Q4 2022$80
-99.9%
1,701
-0.1%
0.00%0.0%
Q3 2022$76,000
-64.7%
1,703
-62.0%
0.00%
-50.0%
Q2 2022$215,000
+424.4%
4,484
+486.1%
0.00%
Q1 2022$41,000
-26.8%
765
-22.2%
0.00%
Q4 2021$56,000
+9.8%
983
+8.3%
0.00%
Q2 2021$51,0000.0%9080.0%0.00%
Q1 2021$51,0000.0%9080.0%0.00%
Q4 2020$51,0000.0%9080.0%0.00%
Q3 2020$51,0000.0%9080.0%0.00%
Q2 2020$51,0000.0%9080.0%0.00%
Q1 2020$51,0000.0%9080.0%0.00%
Q4 2019$51,0000.0%9080.0%0.00%
Q3 2019$51,0000.0%9080.0%0.00%
Q2 2019$51,0000.0%9080.0%0.00%
Q1 2019$51,000
-91.3%
908
-93.6%
0.00%
-100.0%
Q4 2018$588,000
-28.6%
14,234
-21.9%
0.02%
-28.6%
Q3 2018$823,000
+398.8%
18,235
+389.4%
0.02%
+320.0%
Q2 2018$165,000
+23.1%
3,726
+24.4%
0.01%0.0%
Q1 2018$134,000
-0.7%
2,9960.0%0.01%
-16.7%
Q4 2017$135,000
+0.7%
2,9960.0%0.01%0.0%
Q3 2017$134,000
+2.3%
2,9960.0%0.01%
-14.3%
Q2 2017$131,000
+18.0%
2,996
+14.1%
0.01%
+16.7%
Q1 2017$111,000
+3.7%
2,6260.0%0.01%
-14.3%
Q4 2016$107,000
-0.9%
2,6260.0%0.01%0.0%
Q3 2016$108,0002,6260.01%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
MARINO, STRAM & ASSOCIATES LLC 144,612$6,415,0005.70%
Madrona Financial Services, LLC 112,880$5,007,0004.03%
PATTON ALBERTSON MILLER GROUP, LLC 84,564$3,751,0001.89%
Northstar Group, Inc. 72,698$3,225,0001.64%
Ahrens Investment Partners LLC 83,632$3,710,0001.55%
Aveo Capital Partners, LLC 71,293$3,163,0001.40%
First Heartland Consultants, Inc. 82,564$3,663,0001.29%
NORTHWEST WEALTH MANAGEMENT, LLC 32,025$1,421,0001.07%
Ruggie Capital Group 39,324$1,744,0000.88%
Burt Wealth Advisors 36,749$1,630,0000.78%
View complete list of ISHARES TR shareholders