CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 243 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,211
-39.7%
345,443
-39.4%
0.05%
-40.5%
Q2 2023$13,620
-0.8%
569,642
-0.2%
0.08%
-9.7%
Q1 2023$13,736
-20.9%
570,902
-21.8%
0.09%
-27.3%
Q4 2022$17,358
-99.9%
730,251
-19.1%
0.13%
-23.8%
Q3 2022$21,203,000
-9.5%
902,644
-7.2%
0.17%
-7.2%
Q2 2022$23,424,000
-20.8%
972,373
-19.0%
0.18%
-13.8%
Q1 2022$29,560,000
-36.6%
1,200,178
-33.9%
0.21%
-36.0%
Q4 2021$46,600,000
-25.3%
1,816,750
-24.2%
0.33%
-34.0%
Q2 2021$62,388,0000.0%2,395,8340.0%0.50%0.0%
Q1 2021$62,388,0000.0%2,395,8340.0%0.50%0.0%
Q4 2020$62,388,0000.0%2,395,8340.0%0.50%0.0%
Q3 2020$62,388,0000.0%2,395,8340.0%0.50%0.0%
Q2 2020$62,388,0000.0%2,395,8340.0%0.50%0.0%
Q1 2020$62,388,0000.0%2,395,8340.0%0.50%0.0%
Q4 2019$62,388,0000.0%2,395,8340.0%0.50%0.0%
Q3 2019$62,388,0000.0%2,395,8340.0%0.50%0.0%
Q2 2019$62,388,0000.0%2,395,8340.0%0.50%0.0%
Q1 2019$62,388,000
+4463.9%
2,395,834
+4185.9%
0.50%
+1361.8%
Q4 2018$1,367,000
+16.8%
55,901
+17.4%
0.03%
+13.3%
Q3 2018$1,170,000
+139.8%
47,630
+139.1%
0.03%
+87.5%
Q2 2018$488,000
+89.9%
19,922
+91.2%
0.02%
+60.0%
Q1 2018$257,000
+358.9%
10,417
+364.4%
0.01%
+400.0%
Q4 2017$56,000
+5500.0%
2,243
+3905.4%
0.00%
Q3 2017$1,000560.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Pacific Financial 665,639$15,822,2347.05%
Francis Financial, Inc. 473,616$11,257,8505.87%
LFA - Lugano Financial Advisors SA 162,090$3,852,8793.30%
Milestone Investment Advisors LLC 371,670$8,834,6012.51%
Private Ocean, LLC 766,136$18,211,0522.31%
Integris Wealth Management, LLC 251,959$5,989,0671.96%
Summit Wealth Group, LLC 85,794$2,0391.82%
Better Money Decisions, LLC 82,955$1,971,8431.74%
IMPACTfolio, LLC 95,659$2,273,8141.64%
Arlington Financial Advisors, LLC 125,721$2,988,3881.06%
View complete list of ISHARES TR shareholders