CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 244 filers reported holding ISHARES TR in Q1 2022. 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$498
-3.7%
12,802
+0.1%
0.00%0.0%
Q2 2023$517
+37.5%
12,786
+35.6%
0.00%0.0%
Q1 2023$376
-50.5%
9,430
-52.8%
0.00%
-50.0%
Q4 2022$759
-99.7%
19,976
+143.5%
0.01%
+200.0%
Q3 2022$300,000
-78.1%
8,203
-76.6%
0.00%
-81.8%
Q2 2022$1,367,000
+708.9%
35,084
+790.7%
0.01%
+1000.0%
Q1 2022$169,000
+1.8%
3,939
+8.1%
0.00%0.0%
Q4 2021$166,000
+64.4%
3,643
+62.8%
0.00%0.0%
Q2 2021$101,0000.0%2,2380.0%0.00%0.0%
Q1 2021$101,0000.0%2,2380.0%0.00%0.0%
Q4 2020$101,0000.0%2,2380.0%0.00%0.0%
Q3 2020$101,0000.0%2,2380.0%0.00%0.0%
Q2 2020$101,0000.0%2,2380.0%0.00%0.0%
Q1 2020$101,0000.0%2,2380.0%0.00%0.0%
Q4 2019$101,0000.0%2,2380.0%0.00%0.0%
Q3 2019$101,0000.0%2,2380.0%0.00%0.0%
Q2 2019$101,0000.0%2,2380.0%0.00%0.0%
Q1 2019$101,000
+40.3%
2,238
+10.9%
0.00%
-50.0%
Q4 2018$72,000
+46.9%
2,018
+57.0%
0.00%
+100.0%
Q3 2018$49,000
+14.0%
1,285
+12.7%
0.00%0.0%
Q2 2018$43,0000.0%1,1400.0%0.00%
-50.0%
Q1 2018$43,0000.0%1,1400.0%0.00%0.0%
Q4 2017$43,0000.0%1,1400.0%0.00%0.0%
Q3 2017$43,000
+22.9%
1,140
+21.3%
0.00%0.0%
Q2 2017$35,000
+2.9%
9400.0%0.00%0.0%
Q1 2017$34,000
+3.0%
9400.0%0.00%0.0%
Q4 2016$33,000
-2.9%
9400.0%0.00%0.0%
Q3 2016$34,000
+3.0%
9400.0%0.00%0.0%
Q2 2016$33,000
-23.3%
940
-23.6%
0.00%
-50.0%
Q1 2016$43,000
+2.4%
1,2300.0%0.00%0.0%
Q4 2015$42,000
-32.3%
1,230
-33.1%
0.00%
-33.3%
Q3 2015$62,0001,8380.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Weitzel Financial Services, Inc. 228,439$8,734,5475.10%
Consilium Wealth Advisory, LLC 107,522$4,185,8272.93%
Weaver Consulting Group 161,323$6,280,3132.84%
Thrive Capital Management, LLC 111,268$4,331,6632.40%
Investment Advisory Group, LLC 115,649$4,502,2152.34%
Beacon Financial Advisory LLC 61,867$2,408,4781.33%
Paragon Advisors, LLC 72,916$2,8381.17%
Fort Henry Capital, LLC 24,368$948,6460.81%
Plan Group Financial, LLC 24,601$957,7170.69%
Godshalk Welsh Capital Management, Inc. 22,445$873,7660.66%
View complete list of ISHARES TR shareholders