CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 67 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,486
+11.7%
109,646
+12.4%
0.01%
+9.1%
Q1 2024$2,225
+36.3%
97,511
+37.7%
0.01%
+22.2%
Q4 2023$1,633
+1470.2%
70,798
+1397.4%
0.01%
+800.0%
Q3 2023$104
-3.7%
4,728
-1.7%
0.00%0.0%
Q2 2023$108
+80.0%
4,811
+84.7%
0.00%
Q1 2023$60
+33.3%
2,605
+28.9%
0.00%
Q4 2022$45
-99.9%
2,0210.0%0.00%
Q3 2022$44,000
-4.3%
2,0210.0%0.00%
Q2 2022$46,0002,0210.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Envision Financial Planning, LLC 457,091$10,362,2597.92%
Seven Springs Wealth Group, LLC 631,784$14,322,5485.60%
PFG Private Wealth Management, LLC 292,327$6,627,0574.02%
Gateway Advisory, LLC 907,556$20,574,3043.49%
LFA - Lugano Financial Advisors SA 154,098$3,493,4022.66%
Peloton Wealth Strategists 265,000$6,0082.47%
Houlihan Financial Resource Group, Ltd. 157,219$3,5642.43%
Signature Wealth Management Group 234,042$5,305,7312.32%
Keeler Thomas Management LLC 287,878$6,530,3682.22%
4Thought Financial Group Inc. 156,335$3,544,1202.20%
View complete list of ISHARES TR shareholders