CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 135 filers reported holding ISHARES TR in Q4 2021. 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$3
-62.5%
80
-64.4%
0.00%
Q2 2023$8
-75.8%
225
-76.5%
0.00%
Q1 2023$33
-17.5%
956
-18.3%
0.00%
Q4 2022$40
-99.9%
1,170
+2.0%
0.00%
Q3 2022$37,000
-5.1%
1,147
+0.9%
0.00%
Q2 2022$39,000
+2.6%
1,137
+12.4%
0.00%
Q1 2022$38,000
-2.6%
1,012
+2.6%
0.00%
Q4 2021$39,000
+2.6%
9860.0%0.00%
Q2 2021$38,0000.0%9860.0%0.00%
Q1 2021$38,0000.0%9860.0%0.00%
Q4 2020$38,0000.0%9860.0%0.00%
Q3 2020$38,0000.0%9860.0%0.00%
Q2 2020$38,0000.0%9860.0%0.00%
Q1 2020$38,0000.0%9860.0%0.00%
Q4 2019$38,0000.0%9860.0%0.00%
Q3 2019$38,0000.0%9860.0%0.00%
Q2 2019$38,0000.0%9860.0%0.00%
Q1 2019$38,000
-48.6%
986
-61.4%
0.00%
-100.0%
Q4 2018$74,0002,5560.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Leelyn Smith, LLC 405,581$14,946,0004.45%
Clear Creek Financial Management, LLC 42,420$1,613,0003.24%
Prostatis Group LLC 95,910$3,534,2882.77%
Wade Financial Advisory, Inc 112,491$4,145,0002.62%
Burns Matteson Capital Management, LLC 48,784$1,797,6731.72%
Brickley Wealth Management 140,588$5,181,0001.39%
Professional Financial Advisors, LLC 47,538$1,752,0001.09%
Stewardship Financial Advisors, LLC 80,756$2,976,0001.03%
ACT Advisors, LLC. 26,415$1,009,0000.80%
Ameritas Investment Company, LLC 205,865$7,586,116,0000.66%
View complete list of ISHARES TR shareholders