Cornerstone Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 528 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.41 and the average weighting 0.9%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$202,870
-47.3%
1,115
-65.5%
0.02%
-76.5%
Q3 2019$385,000
-42.6%
3,235
-43.8%
0.07%
-43.8%
Q2 2019$671,000
-71.0%
5,754
-43.3%
0.12%
-56.9%
Q1 2019$2,313,000
+22.1%
10,146
-45.8%
0.28%
-30.6%
Q4 2018$1,895,000
-87.2%
18,703
-98.8%
0.40%
+116.6%
Q3 2018$14,845,000
+21.1%
1,614,481
+19.7%
0.19%
+35.5%
Q2 2018$12,257,000
+1171.5%
1,348,714
+14879.1%
0.14%
-25.0%
Q1 2018$964,000
+33.1%
9,004
+45.4%
0.18%
+35.3%
Q4 2017$724,000
-55.1%
6,194
-58.3%
0.14%
-59.3%
Q3 2017$1,613,000
+75.1%
14,845
+69.6%
0.33%
+61.4%
Q2 2017$921,000
-16.0%
8,754
-17.5%
0.21%
-23.6%
Q1 2017$1,097,00010,6120.27%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 349,920$48,100,00024.84%
HOME FEDERAL BANK OF TENNESSEE 425,054$58,428,00022.78%
Johnson Midwest Financial, LLC 112,513$15,466,00020.80%
LPWM LLC 240,267$33,414,00018.63%
Halpern Financial, Inc. 258,370$35,515,54513.85%
LVZ, Inc. 595,112$81,804,00013.72%
Praetorian Wealth Management, Inc. 243,206$33,431,00012.28%
Barber Financial Group, Inc. 542,018$74,506,00012.20%
Powell Investment Advisors, LLC 143,029$19,661,00011.92%
Strategic Wealth Partners Group, LLC 351,059$48,257,00010.74%
View complete list of ISHARES TR shareholders