CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 146 filers reported holding ISHARES TR in Q3 2023. 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$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 Q3 2023
NameSharesValueWeighting ↓
Weaver Consulting Group 361,270$13,999,0008.73%
Curran Financial Partners, LLC 163,027$6,317,0005.41%
Madrona Financial Services, LLC 153,820$5,961,0003.33%
Thrive Capital Management, LLC 79,515$3,081,0003.28%
Peregrine Asset Advisers, Inc. 142,732$5,531,0002.58%
STRINGER ASSET MANAGEMENT, LLC 34,667$1,343,0001.41%
RDA Financial Network 70,590$2,735,0001.23%
ARQ WEALTH ADVISORS, LLC 39,128$1,516,0000.95%
Darwin Wealth Management, LLC 127,035$4,922,0000.92%
RESTON WEALTH MANAGEMENT LLC 41,822$1,621,0000.92%
View complete list of ISHARES TR shareholders