CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,816
-41.4%
30,266
-38.8%
0.01%
-42.1%
Q2 2023$3,097
+50.2%
49,452
+48.6%
0.02%
+35.7%
Q1 2023$2,062
+110.0%
33,277
+96.2%
0.01%
+100.0%
Q4 2022$982
-99.9%
16,960
-15.0%
0.01%
-12.5%
Q3 2022$1,016,000
-27.5%
19,947
-18.8%
0.01%
-27.3%
Q2 2022$1,401,000
-20.7%
24,570
-7.4%
0.01%
-15.4%
Q1 2022$1,766,000
-27.6%
26,530
-22.9%
0.01%
-23.5%
Q4 2021$2,440,000
-60.8%
34,399
-59.4%
0.02%
-66.0%
Q2 2021$6,217,0000.0%84,8190.0%0.05%0.0%
Q1 2021$6,217,0000.0%84,8190.0%0.05%0.0%
Q4 2020$6,217,0000.0%84,8190.0%0.05%0.0%
Q3 2020$6,217,0000.0%84,8190.0%0.05%0.0%
Q2 2020$6,217,0000.0%84,8190.0%0.05%0.0%
Q1 2020$6,217,0000.0%84,8190.0%0.05%0.0%
Q4 2019$6,217,0000.0%84,8190.0%0.05%0.0%
Q3 2019$6,217,0000.0%84,8190.0%0.05%0.0%
Q2 2019$6,217,0000.0%84,8190.0%0.05%0.0%
Q1 2019$6,217,000
-32.4%
84,819
-51.5%
0.05%
-78.3%
Q4 2018$9,194,000
+32.3%
175,027
+52.0%
0.23%
+29.9%
Q3 2018$6,947,000
+45.4%
115,183
+44.9%
0.18%
+12.7%
Q2 2018$4,778,000
+1034.9%
79,467
+1089.4%
0.16%
+823.5%
Q1 2018$421,000
+8320.0%
6,681
+8251.2%
0.02%
Q4 2017$5,000
-95.6%
80
-95.9%
0.00%
-100.0%
Q2 2017$113,0001,9720.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 10,112,766$587,248,00035.23%
Disciplina Capital Management LLC 927,721$53,872,75834.73%
AGILIS PARTNERS LLC 373,238$21,674,00018.45%
Financial Advisors, LLC 380,710$22,108,00015.10%
Sequoia Financial Advisors, LLC 2,755,366$160,004,00013.14%
American Financial Network Advisory Services LLC 304,633$17,568,00012.99%
KEMPER Corp 1,311,432$76,155,00011.51%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,048,617$118,963,00011.13%
CAHABA WEALTH MANAGEMENT, INC. 641,177$37,233,00010.06%
BIEGEL & WALLER LLC 289,945$16,837,0008.66%
View complete list of ISHARES TR shareholders