Cornerstone Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 274 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$200,000
-18.4%
1,677
-12.2%
0.02%
-4.3%
Q4 2021$245,000
+7.5%
1,910
+9.2%
0.02%
-4.2%
Q3 2021$228,000
-5.4%
1,749
-5.4%
0.02%
-4.0%
Q2 2021$241,0000.0%1,849
-0.5%
0.02%
-13.8%
Q1 2021$241,000
-7.3%
1,858
-5.1%
0.03%
-12.1%
Q4 2020$260,000
-0.4%
1,957
+0.1%
0.03%
-15.4%
Q3 2020$261,000
+8.3%
1,955
+8.3%
0.04%0.0%
Q2 2020$241,000
-47.8%
1,806
-50.9%
0.04%
-53.0%
Q2 2019$462,000
-17.9%
3,677
-20.8%
0.08%
-30.8%
Q4 2018$563,000
-80.2%
4,643
-98.7%
0.12%
+233.3%
Q3 2018$2,847,000
+18.8%
351,036
+22.4%
0.04%
+33.3%
Q2 2018$2,396,000
+586.5%
286,804
+9762.6%
0.03%
-59.7%
Q1 2018$349,000
-4.4%
2,908
-2.9%
0.07%
-1.5%
Q4 2017$365,000
+4.0%
2,995
+5.2%
0.07%
-6.8%
Q3 2017$351,000
-34.1%
2,847
-33.9%
0.07%
-39.2%
Q2 2017$533,000
-21.5%
4,306
-21.6%
0.12%
-28.6%
Q1 2017$679,000
+4.9%
5,494
+4.1%
0.17%
-19.2%
Q4 2016$647,000
-31.9%
5,276
-30.1%
0.21%
-40.7%
Q3 2016$950,0007,5430.35%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
Freedom Investment Management, Inc. 2,233,642$284,454,00019.38%
Tanglewood Wealth Management, Inc. 303,956$38,709,00014.27%
New Harbor Financial Group, LLC 87,940$11,199,00012.89%
Gunma Bank,Ltd. 201,000$25,597,0009.12%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 238,076$30,319,0007.07%
Visionary Asset Management, Inc. 120,853$15,390,0005.46%
MEEDER ASSET MANAGEMENT INC 420,805$53,590,0005.01%
Sage Advisory Services, Ltd.Co. 279,569$35,603,0004.71%
SFMG, LLC 158,630$20,202,0004.51%
COLONY GROUP LLC 287,486$36,611,0004.02%
View complete list of ISHARES TR shareholders