CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is HYXF and the CUSIP is 46435G441. A total of 55 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$39
-2.5%
909
+1.2%
0.00%
Q2 2023$40
+2.6%
898
+1.2%
0.00%
Q1 2023$39
+2.6%
887
+0.7%
0.00%
Q4 2022$38
-99.9%
881
-20.6%
0.00%
Q3 2022$47,000
-39.0%
1,109
-37.1%
0.00%
-100.0%
Q2 2022$77,000
-97.7%
1,764
-97.4%
0.00%
-95.7%
Q1 2022$3,285,000
+9285.7%
67,598
+9899.7%
0.02%
Q4 2021$35,000
-2.8%
6760.0%0.00%
Q2 2021$36,0000.0%6760.0%0.00%
Q1 2021$36,0000.0%6760.0%0.00%
Q4 2020$36,0000.0%6760.0%0.00%
Q3 2020$36,0000.0%6760.0%0.00%
Q2 2020$36,0000.0%6760.0%0.00%
Q1 2020$36,0000.0%6760.0%0.00%
Q4 2019$36,0000.0%6760.0%0.00%
Q3 2019$36,0000.0%6760.0%0.00%
Q2 2019$36,0000.0%6760.0%0.00%
Q1 2019$36,0006760.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 64,846$2,802,6441.52%
HARVEST GROUP WEALTH MANAGEMENT, LLC 13,967$603,6540.40%
HERITAGE WEALTH MANAGEMENT, LLC 59,162$2,556,9820.36%
VERUS CAPITAL PARTNERS, LLC 43,839$1,894,7320.36%
Mandatum Life Insurance Co Ltd 24,580$1,0620.32%
Walkner Condon Financial Advisors LLC 21,827$943,2720.28%
NOTTINGHAM ADVISORS, INC. 40,346$1,743,7330.24%
Topel & Distasi Wealth Management, LLC 6,810$294,3280.16%
Curtis Advisory Group, LLC 8,689$375,5390.15%
SigFig Wealth Management, LLC 48,929$2,114,6970.10%
View complete list of ISHARES TR shareholders