CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 122 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$74,358
-5.8%
2,876,521
-2.3%
0.46%
-6.6%
Q2 2023$78,898
+3.0%
2,942,874
+1.7%
0.49%
-5.8%
Q1 2023$76,620
+8.6%
2,892,414
+0.8%
0.52%
-0.4%
Q4 2022$70,560
-99.9%
2,868,185
-3.1%
0.52%
+5.7%
Q3 2022$61,985,000
-12.7%
2,960,142
-1.9%
0.49%
-10.5%
Q2 2022$70,998,000
-18.1%
3,017,353
-3.6%
0.55%
-10.6%
Q1 2022$86,637,000
-1.4%
3,131,082
+2.7%
0.62%
-0.5%
Q4 2021$87,835,000
-4.1%
3,047,722
-0.1%
0.62%
-15.3%
Q2 2021$91,630,0000.0%3,049,2560.0%0.73%0.0%
Q1 2021$91,630,0000.0%3,049,2560.0%0.73%0.0%
Q4 2020$91,630,0000.0%3,049,2560.0%0.73%0.0%
Q3 2020$91,630,0000.0%3,049,2560.0%0.73%0.0%
Q2 2020$91,630,0000.0%3,049,2560.0%0.73%0.0%
Q1 2020$91,630,0000.0%3,049,2560.0%0.73%0.0%
Q4 2019$91,630,0000.0%3,049,2560.0%0.73%0.0%
Q3 2019$91,630,0000.0%3,049,2560.0%0.73%0.0%
Q2 2019$91,630,0000.0%3,049,2560.0%0.73%0.0%
Q1 2019$91,630,000
+51.3%
3,049,256
+19.4%
0.73%
-51.7%
Q4 2018$60,555,000
+15.2%
2,553,969
+36.5%
1.51%
+12.7%
Q3 2018$52,556,000
+77.0%
1,871,641
+74.1%
1.34%
+37.4%
Q2 2018$29,697,000
+127.5%
1,074,798
+137.9%
0.98%
+88.2%
Q1 2018$13,055,000
+61.7%
451,873
+61.4%
0.52%
+44.6%
Q4 2017$8,076,000
+270.5%
279,934
+260.1%
0.36%
+248.5%
Q3 2017$2,180,000
+2625.0%
77,733
+2457.0%
0.10%
+2475.0%
Q2 2017$80,0003,0400.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 4,822,481$131,075,00011.76%
MERIDIAN MANAGEMENT CO 940,407$25,560,0008.20%
BALASA DINVERNO & FOLTZ LLC 1,979,280$53,797,0004.46%
RHS Financial, LLC 178,802$4,860,0004.17%
Wade Financial Advisory, Inc 210,132$5,711,0003.83%
Clearwater Capital Advisors, LLC 986,927$26,825,0003.56%
Callan Capital, LLC 641,191$17,428,0003.54%
Keebeck Wealth Management, LLC 481,402$13,085,0002.28%
LINCOLN CAPITAL CORP 117,227$3,186,0002.09%
Beirne Wealth Consulting Services, LLC 154,081$4,188,0002.07%
View complete list of ISHARES TR shareholders