CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 162 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$100.0%292
+0.7%
0.00%
Q2 2023$10
-16.7%
290
-12.4%
0.00%
Q1 2023$12
+9.1%
331
+0.3%
0.00%
Q4 2022$11
-99.9%
330
+0.6%
0.00%
Q3 2022$11,000
-38.9%
328
-38.0%
0.00%
Q2 2022$18,000
-10.0%
5290.0%0.00%
Q1 2022$20,000
+900.0%
529
+1130.2%
0.00%
Q4 2021$2,0000.0%430.0%0.00%
Q2 2021$2,0000.0%430.0%0.00%
Q1 2021$2,0000.0%430.0%0.00%
Q4 2020$2,0000.0%430.0%0.00%
Q3 2020$2,0000.0%430.0%0.00%
Q2 2020$2,0000.0%430.0%0.00%
Q1 2020$2,0000.0%430.0%0.00%
Q4 2019$2,0000.0%430.0%0.00%
Q3 2019$2,0000.0%430.0%0.00%
Q2 2019$2,0000.0%430.0%0.00%
Q1 2019$2,000
-96.7%
43
-97.6%
0.00%
-100.0%
Q4 2018$60,000
-79.7%
1,824
-78.9%
0.00%
-87.5%
Q3 2018$296,000
+51.8%
8,665
+50.9%
0.01%
+33.3%
Q2 2018$195,0005,7430.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Curran Financial Partners, LLC 210,350$7,353,8233.49%
Archvest Wealth Advisors, Inc. 106,803$3,733,8173.31%
WNY Asset Management, LLC 382,554$13,374,1433.18%
Thrive Capital Management, LLC 139,464$4,843,5713.06%
Investment Advisory Group, LLC 148,554$5,193,4492.99%
ATLAS CAPITAL ADVISORS LLC 518,500$18,126,7602.85%
Weaver Consulting Group 175,107$6,121,7342.80%
MANGROVE PARTNERS IM, LLC 270,253$9,448,0450.62%
RDA Financial Network 34,873$1,219,1600.56%
GeoWealth Management, LLC 132,494$4,6320.54%
View complete list of ISHARES TR shareholders