CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,723
+173.3%
59,050
+175.2%
0.04%
+169.2%
Q2 2023$2,094
+41.1%
21,456
+43.4%
0.01%
+30.0%
Q1 2023$1,484
-74.9%
14,959
-75.5%
0.01%
-77.3%
Q4 2022$5,917
-99.9%
61,020
-19.4%
0.04%
-24.1%
Q3 2022$7,272,000
+262.3%
75,661
+282.4%
0.06%
+262.5%
Q2 2022$2,007,000
-43.3%
19,784
-41.4%
0.02%
-36.0%
Q1 2022$3,540,000
+4.2%
33,735
+5.1%
0.02%
+4.2%
Q4 2021$3,398,000
+133.2%
32,090
+134.2%
0.02%
+100.0%
Q2 2021$1,457,0000.0%13,7020.0%0.01%0.0%
Q1 2021$1,457,0000.0%13,7020.0%0.01%0.0%
Q4 2020$1,457,0000.0%13,7020.0%0.01%0.0%
Q3 2020$1,457,0000.0%13,7020.0%0.01%0.0%
Q2 2020$1,457,0000.0%13,7020.0%0.01%0.0%
Q1 2020$1,457,0000.0%13,7020.0%0.01%0.0%
Q4 2019$1,457,0000.0%13,7020.0%0.01%0.0%
Q3 2019$1,457,0000.0%13,7020.0%0.01%0.0%
Q2 2019$1,457,0000.0%13,7020.0%0.01%0.0%
Q1 2019$1,457,000
-89.5%
13,702
-90.4%
0.01%
-96.6%
Q4 2018$13,925,000
+1136.7%
142,066
+1146.1%
0.35%
+1100.0%
Q3 2018$1,126,00011,4010.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 595,832$63,087,00012.04%
3EDGE Asset Management, LP 1,231,827$130,426,00011.17%
Wilshire Advisors LLC 244,483$25,887,0009.92%
SCHRODERS IS Ltd 277,800$29,413,0008.31%
KEATING INVESTMENT COUNSELORS INC 166,079$17,584,0007.78%
Deane Retirement Strategies, Inc. 133,538$14,138,0007.46%
First Command Bank 409,117$43,215,0007.42%
LWS Wealth Advisors, Inc. 170,867$18,091,0007.40%
Austin Asset Management Co Inc 220,374$23,333,0007.28%
KEYSTONE WEALTH PARTNERS 145,607$15,417,0006.81%
View complete list of ISHARES TR shareholders