CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 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$282
-2.4%
6,243
+0.5%
0.00%0.0%
Q2 2023$289
-0.7%
6,214
+0.4%
0.00%0.0%
Q1 2023$291
+132.8%
6,187
+126.9%
0.00%
+100.0%
Q4 2022$125
-99.9%
2,727
-21.1%
0.00%0.0%
Q3 2022$158,000
-4.2%
3,457
+0.1%
0.00%0.0%
Q2 2022$165,000
-5.7%
3,452
-0.3%
0.00%0.0%
Q1 2022$175,000
-6.9%
3,4610.0%0.00%0.0%
Q4 2021$188,000
+347.6%
3,461
+353.0%
0.00%
Q2 2021$42,0000.0%7640.0%0.00%
Q1 2021$42,0000.0%7640.0%0.00%
Q4 2020$42,0000.0%7640.0%0.00%
Q3 2020$42,0000.0%7640.0%0.00%
Q2 2020$42,0000.0%7640.0%0.00%
Q1 2020$42,0000.0%7640.0%0.00%
Q4 2019$42,0000.0%7640.0%0.00%
Q3 2019$42,0000.0%7640.0%0.00%
Q2 2019$42,0000.0%7640.0%0.00%
Q1 2019$42,0007640.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
NICOLA WEALTH MANAGEMENT LTD. 215,000$11,769,0001.21%
Stewardship Advisors, LLC 50,658$2,773,0001.04%
Blue Barn Wealth, LLC 14,460$792,0000.81%
Berger Financial Group, Inc 56,941$3,117,0000.56%
LFA - Lugano Financial Advisors SA 10,000$547,0000.34%
Mascoma Wealth Management LLC 10,675$584,0000.25%
KESTRA PRIVATE WEALTH SERVICES, LLC 71,089$3,891,0000.24%
Walkner Condon Financial Advisors LLC 9,054$491,0000.18%
Financial Architects, Inc 17,149$939,0000.14%
McClarren Financial Advisors, Inc. 2,541$139,0000.11%
View complete list of ISHARES TR shareholders