CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 539 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,116
-3.9%
17,113
-0.5%
0.01%0.0%
Q2 2023$1,161
-9.5%
17,204
-9.3%
0.01%
-22.2%
Q1 2023$1,283
+4.5%
18,965
-1.8%
0.01%0.0%
Q4 2022$1,228
-99.9%
19,310
-22.4%
0.01%
-18.2%
Q3 2022$1,418,000
+63.7%
24,881
+81.8%
0.01%
+57.1%
Q2 2022$866,000
+42.9%
13,686
+63.0%
0.01%
+75.0%
Q1 2022$606,000
+6.3%
8,398
+13.1%
0.00%0.0%
Q4 2021$570,000
-7.9%
7,427
-9.3%
0.00%
-20.0%
Q2 2021$619,0000.0%8,1900.0%0.01%0.0%
Q1 2021$619,0000.0%8,1900.0%0.01%0.0%
Q4 2020$619,0000.0%8,1900.0%0.01%0.0%
Q3 2020$619,0000.0%8,1900.0%0.01%0.0%
Q2 2020$619,0000.0%8,1900.0%0.01%0.0%
Q1 2020$619,0000.0%8,1900.0%0.01%0.0%
Q4 2019$619,0000.0%8,1900.0%0.01%0.0%
Q3 2019$619,0000.0%8,1900.0%0.01%0.0%
Q2 2019$619,0000.0%8,1900.0%0.01%0.0%
Q1 2019$619,000
+73.4%
8,190
+52.7%
0.01%
-44.4%
Q4 2018$357,000
+246.6%
5,362
+280.6%
0.01%
+200.0%
Q3 2018$103,000
+10.8%
1,409
+7.6%
0.00%0.0%
Q2 2018$93,000
-3.1%
1,3090.0%0.00%
-25.0%
Q1 2018$96,000
+84.6%
1,309
+83.3%
0.00%
+100.0%
Q4 2017$52,000
+92.6%
714
+64.5%
0.00%0.0%
Q4 2016$27,000
-74.0%
434
-71.8%
0.00%
-71.4%
Q3 2016$104,000
+116.7%
1,541
+112.3%
0.01%
+75.0%
Q2 2016$48,000
+200.0%
726
+206.3%
0.00%
+300.0%
Q1 2016$16,000
+60.0%
237
+58.0%
0.00%0.0%
Q4 2015$10,0001500.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 816,500$59,613,00030.48%
O'Brien Wealth Partners LLC 728,769$54,038,00017.90%
Financial Advisors, LLC 484,535$35,366,00014.11%
Burt Wealth Advisors 488,964$35,690,00013.15%
Peterson Wealth Advisors, LLC 363,847$26,557,00010.81%
Personal Wealth Partners 257,321$18,782,0008.48%
Verde Capital Management 240,159$17,531,0007.72%
Monterey Private Wealth, Inc. 181,967$13,602,0007.49%
JANICZEK WEALTH MANAGEMENT, LLC 231,002$16,861,0006.72%
MIRSKY FINANCIAL MANAGEMENT CORP. 192,545$14,054,0006.52%
View complete list of ISHARES TR shareholders