CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,740
+379.4%
272,545
+377.2%
0.04%
+355.6%
Q2 2023$1,406
+53.3%
57,110
+53.2%
0.01%
+50.0%
Q1 2023$917
+555.0%
37,290
+549.8%
0.01%
+500.0%
Q4 2022$140
-99.9%
5,7390.0%0.00%0.0%
Q3 2022$140,000
-36.7%
5,739
-35.8%
0.00%
-50.0%
Q2 2022$221,000
+1909.1%
8,939
+1922.4%
0.00%
Q1 2022$11,0000.0%4420.0%0.00%
Q4 2021$11,000
-8.3%
4420.0%0.00%
Q2 2021$12,0000.0%4420.0%0.00%
Q1 2021$12,0000.0%4420.0%0.00%
Q4 2020$12,0000.0%4420.0%0.00%
Q3 2020$12,0000.0%4420.0%0.00%
Q2 2020$12,0000.0%4420.0%0.00%
Q1 2020$12,0000.0%4420.0%0.00%
Q4 2019$12,0000.0%4420.0%0.00%
Q3 2019$12,0000.0%4420.0%0.00%
Q2 2019$12,0000.0%4420.0%0.00%
Q1 2019$12,000
-77.4%
442
-80.0%
0.00%
-100.0%
Q4 2018$53,000
-56.9%
2,206
-56.8%
0.00%
-66.7%
Q3 2018$123,000
-40.3%
5,102
-40.4%
0.00%
-57.1%
Q2 2018$206,0008,5600.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 202,405$5,041,9144.18%
RVW Wealth, LLC 595,058$14,822,8981.63%
Capital Investment Advisors, LLC 376,459$9,377,6030.24%
Horizons Wealth Management 12,958$322,7840.21%
CGN Advisors LLC 53,542$1,333,7300.18%
TOMPKINS FINANCIAL CORP 21,590$537,8070.06%
Fragasso Group Inc. 8,767$218,3810.02%
Anchor Investment Management, LLC 3,334$83,0500.01%
Peoples Bank/KS 200$4,9800.00%
Bartlett & Co. LLC 5,125$1280.00%
View complete list of ISHARES TR shareholders