CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is MCHI and the CUSIP is 46429B671. A total of 232 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$264
+35.4%
6,271
+28.1%
0.00%0.0%
Q1 2024$195
+119.1%
4,897
+125.0%
0.00%
Q4 2023$89
+323.8%
2,176
+359.1%
0.00%
Q3 2023$21
+600.0%
474
+532.0%
0.00%
Q2 2023$30.0%75
+33.9%
0.00%
Q1 2023$30.0%560.0%0.00%
Q4 2022$3
-100.0%
56
-75.4%
0.00%
Q3 2022$10,0000.0%228
+21.3%
0.00%
Q2 2022$10,0000.0%1880.0%0.00%
Q1 2022$10,000
-16.7%
188
-2.1%
0.00%
Q4 2021$12,000
-73.9%
192
-65.3%
0.00%
Q2 2021$46,0000.0%5530.0%0.00%
Q1 2021$46,0000.0%5530.0%0.00%
Q4 2020$46,0000.0%5530.0%0.00%
Q3 2020$46,0000.0%5530.0%0.00%
Q2 2020$46,0000.0%5530.0%0.00%
Q1 2020$46,0000.0%5530.0%0.00%
Q4 2019$46,0000.0%5530.0%0.00%
Q3 2019$46,0000.0%5530.0%0.00%
Q2 2019$46,0000.0%5530.0%0.00%
Q1 2019$46,0005530.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Glovista Investments LLC 727,998$43,673,00011.36%
XPONANCE, INC. 443,089$26,534,0008.92%
Progeny 3, Inc. 212,710$12,739,0008.87%
Accuvest Global Advisors 167,989$10,061,0003.74%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,112,000$66,598,0002.86%
Pictet North America Advisors SA 345,967$20,720,0002.75%
Richard Bernstein Advisors LLC 1,303,728$78,082,0002.24%
Shamrock Asset Management LLC 38,231$2,290,0001.45%
Lattice Strategies LLC 28,112$1,684,0001.30%
USS Investment Management Ltd 2,070,000$123,983,0001.25%
View complete list of ISHARES TR shareholders