CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 84 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 5.00 and the average weighting 0.0%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$690
+155.6%
22,591
+176.6%
0.00%
+100.0%
Q2 2023$270
+241.8%
8,166
+225.5%
0.00%
+100.0%
Q1 2023$79
-98.0%
2,509
+2687.8%
0.00%
Q4 2021$4,0000.0%900.0%0.00%
Q2 2021$4,0000.0%900.0%0.00%
Q1 2021$4,0000.0%900.0%0.00%
Q4 2020$4,0000.0%900.0%0.00%
Q3 2020$4,0000.0%900.0%0.00%
Q2 2020$4,0000.0%900.0%0.00%
Q1 2020$4,0000.0%900.0%0.00%
Q4 2019$4,0000.0%900.0%0.00%
Q3 2019$4,0000.0%900.0%0.00%
Q2 2019$4,0000.0%900.0%0.00%
Q1 2019$4,000900.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 109,654$3,622,9791.67%
WT Wealth Management 88,378$2,919,9951.21%
H&H Retirement Design & Management INC 25,520$897,0110.60%
CORA CAPITAL ADVISORS LLC 21,266$702,6290.47%
Wharton Business Group, LLC 211,612$6,9920.46%
WJ Wealth Management, LLC 23,506$776,6380.37%
Lodestone Wealth Management LLC 12,439$410,9880.28%
Phoenix Wealth Advisors 10,856$358,6820.21%
Wolf Group Capital Advisors 13,067$411,7410.20%
WMG Financial Advisors, LLC 6,522$215,4850.16%
View complete list of ISHARES TR shareholders