CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 137 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$489
+8050.0%
11,286
+7737.5%
0.00%
Q2 2023$6
-97.6%
144
-97.6%
0.00%
-100.0%
Q1 2023$249
-25.7%
6,000
-30.2%
0.00%0.0%
Q4 2022$335
-99.9%
8,591
-20.6%
0.00%
-33.3%
Q3 2022$392,000
+72.7%
10,815
+80.2%
0.00%
+50.0%
Q2 2022$227,000
-15.0%
6,0000.0%0.00%0.0%
Q1 2022$267,000
-4.3%
6,0000.0%0.00%0.0%
Q4 2021$279,000
+8.6%
6,0000.0%0.00%0.0%
Q2 2021$257,0000.0%6,0000.0%0.00%0.0%
Q1 2021$257,0000.0%6,0000.0%0.00%0.0%
Q4 2020$257,0000.0%6,0000.0%0.00%0.0%
Q3 2020$257,0000.0%6,0000.0%0.00%0.0%
Q2 2020$257,0000.0%6,0000.0%0.00%0.0%
Q1 2020$257,0000.0%6,0000.0%0.00%0.0%
Q4 2019$257,0000.0%6,0000.0%0.00%0.0%
Q3 2019$257,0000.0%6,0000.0%0.00%0.0%
Q2 2019$257,0000.0%6,0000.0%0.00%0.0%
Q1 2019$257,000
-96.2%
6,000
-97.5%
0.00%
-98.8%
Q4 2018$6,812,000
+681100.0%
244,510
+1358288.9%
0.17%
Q3 2017$1,0000.0%180.0%0.00%
Q2 2017$1,000180.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 2,193,534$61,112,0007.67%
Sterneck Capital Management, LLC 149,580$4,167,0004.06%
Lucia Wealth Services, LLC 287,913$8,021,0003.77%
Strategic Wealth Management Group, LLC 122,547$3,414,0003.28%
Retirement Planning Group, LLC 352,240$9,813,0002.62%
SigFig Wealth Management, LLC 401,072$11,070,0002.36%
Stone House Investment Management, LLC 115,376$3,214,0002.03%
Smart Money Group LLC 68,435$1,907,0001.98%
PHILLIPS FINANCIAL MANAGEMENT, LLC 302,408$8,425,0001.80%
LifePlan Financial Group, Inc 96,389$2,685,0001.68%
View complete list of ISHARES TR shareholders