CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 112 filers reported holding ISHARES TR in Q1 2022. 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$31,552
-6.7%
423,409
-1.1%
0.19%
-7.7%
Q2 2023$33,826
-1.1%
427,911
-0.9%
0.21%
-9.5%
Q1 2023$34,186
-2.6%
431,690
-3.0%
0.23%
-10.8%
Q4 2022$35,114
-99.9%
444,991
-13.3%
0.26%
-10.4%
Q3 2022$36,389,000
-14.4%
513,467
-3.5%
0.29%
-12.2%
Q2 2022$42,503,000
-20.0%
532,083
-14.6%
0.33%
-12.7%
Q1 2022$53,155,000
-10.0%
623,151
-4.3%
0.38%
-9.4%
Q4 2021$59,081,000
-3.9%
650,957
+5.2%
0.42%
-15.1%
Q2 2021$61,491,0000.0%618,8090.0%0.49%0.0%
Q1 2021$61,491,0000.0%618,8090.0%0.49%0.0%
Q4 2020$61,491,0000.0%618,8090.0%0.49%0.0%
Q3 2020$61,491,0000.0%618,8090.0%0.49%0.0%
Q2 2020$61,491,0000.0%618,8090.0%0.49%0.0%
Q1 2020$61,491,0000.0%618,8090.0%0.49%0.0%
Q4 2019$61,491,0000.0%618,8090.0%0.49%0.0%
Q3 2019$61,491,0000.0%618,8090.0%0.49%0.0%
Q2 2019$61,491,0000.0%618,8090.0%0.49%0.0%
Q1 2019$61,491,000
+3220.2%
618,809
+1670.5%
0.49%
+965.2%
Q4 2018$1,852,000
+7.8%
34,952
+18.6%
0.05%
+4.5%
Q3 2018$1,718,000
+27.3%
29,461
+23.7%
0.04%0.0%
Q2 2018$1,350,000
+82.7%
23,826
+89.8%
0.04%
+51.7%
Q1 2018$739,000
+151.4%
12,552
+153.0%
0.03%
+123.1%
Q4 2017$294,000
+5780.0%
4,962
+5737.6%
0.01%
Q3 2017$5,000850.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Bond & Devick Financial Network, Inc. 14,207$1,058,6880.68%
Evergreen Wealth Solutions, LLC 7,061$526,1860.53%
WFA Asset Management Corp 10,630$792,1590.47%
REGATTA CAPITAL GROUP, LLC 16,706$1,244,9600.40%
MISSION WEALTH MANAGEMENT, LP 134,057$9,989,9050.37%
Whelan Financial 8,722$649,9630.34%
Berkshire Bank 14,858$1,107,2180.32%
Warren Street Wealth Advisors, LLC 5,799$432,1410.29%
KilterHowling LLC 3,847$286,6760.25%
First Pacific Financial 7,156$533,2650.24%
View complete list of ISHARES TR shareholders