CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 175 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$207
+22.5%
8,612
+24.6%
0.00%0.0%
Q2 2023$169
+131.5%
6,911
+137.3%
0.00%
Q1 2023$73
+65.9%
2,912
+61.7%
0.00%
Q4 2022$44
-99.9%
1,8010.0%0.00%
Q3 2022$43,000
-4.4%
1,8010.0%0.00%
Q2 2022$45,0001,8010.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
4Thought Financial Group Inc. 119,678$3,386,0002.74%
PFG Private Wealth Management, LLC 171,370$4,849,0002.50%
Legacy CG, LLC 125,274$3,545,0002.13%
Peloton Wealth Strategists 154,500$4,372,0001.75%
Matthew Goff Investment Advisor, LLC 258,267$7,308,0001.67%
SIGMA INVESTMENT COUNSELORS INC 697,104$19,724,0001.38%
Signature Wealth Management Group 92,423$2,615,0001.32%
Bradley & Co. Private Wealth Management, LLC 57,619$1,630,0001.31%
Praetorian Wealth Management, Inc. 74,096$2,096,0000.68%
Capital Investment Advisors, LLC 694,706$19,657,0000.60%
View complete list of ISHARES TR shareholders