Cornerstone Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 199 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$876,096
+11.5%
6,634
+11.4%
0.07%
+4.7%
Q1 2024$785,910
+15.8%
5,957
+11.1%
0.06%
+10.3%
Q4 2023$678,920
+20.8%
5,363
+1.1%
0.06%
+9.4%
Q3 2023$562,018
-11.9%
5,303
-3.0%
0.05%
-7.0%
Q2 2023$638,011
+0.4%
5,468
-1.0%
0.06%
-8.1%
Q1 2023$635,391
+14.5%
5,521
-9.3%
0.06%0.0%
Q3 2022$555,000
-9.2%
6,090
-1.2%
0.06%
-8.8%
Q2 2022$611,000
-8.1%
6,165
+2.7%
0.07%
+4.6%
Q1 2022$665,000
+5.9%
6,005
-2.6%
0.06%
+8.3%
Q4 2021$628,000
-13.5%
6,163
-11.5%
0.06%
-22.1%
Q3 2021$726,000
-13.7%
6,961
-9.4%
0.08%
-13.5%
Q2 2021$841,000
-2.3%
7,679
-7.1%
0.09%
-12.7%
Q1 2021$861,000
-8.1%
8,270
-16.4%
0.10%
-13.6%
Q4 2020$937,000
-32.6%
9,894
+12.7%
0.12%
-42.7%
Q3 2020$1,391,000
-9.3%
8,779
-5.7%
0.21%
-16.9%
Q2 2020$1,534,000
+5.9%
9,311
-7.5%
0.25%
-11.1%
Q1 2020$1,448,000
-36.5%
10,066
-2.0%
0.28%
-24.4%
Q4 2019$2,280,000
-0.7%
10,268
+0.5%
0.37%
-8.9%
Q3 2019$2,296,000
+9.3%
10,217
+4.1%
0.40%
+7.4%
Q2 2019$2,100,000
-61.8%
9,815
+1.1%
0.38%
-43.6%
Q1 2019$5,502,000
+150.4%
9,707
-23.5%
0.67%
+42.4%
Q4 2018$2,197,000
-48.1%
12,681
-98.4%
0.47%
+784.9%
Q3 2018$4,237,000
-63.8%
772,738
-65.7%
0.05%
-59.8%
Q2 2018$11,689,000
+451.4%
2,255,352
+20650.3%
0.13%
-67.3%
Q1 2018$2,120,000
+116.1%
10,869
+114.8%
0.40%
+119.6%
Q4 2017$981,000
+27.6%
5,059
+19.4%
0.18%
+15.7%
Q3 2017$769,000
+66.1%
4,237
+47.0%
0.16%
+52.9%
Q2 2017$463,000
+19.6%
2,882
+9.5%
0.10%
+8.3%
Q1 2017$387,000
+27.3%
2,632
+23.3%
0.10%
-1.0%
Q4 2016$304,000
+16.9%
2,135
+5.5%
0.10%
+1.0%
Q3 2016$260,0002,0240.10%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
360 Financial, Inc. 30,615$4,404,0004.62%
STRATEGIC WEALTH MANAGEMENT INC 22,582$3,248,0004.30%
Vishria Bird Financial Group, LLC 24,039$3,458,0003.62%
Bell Rock Capital LLC 15,303$2,201,0003.42%
Evolution Wealth Advisors, LLC 47,976$6,901,0002.79%
INTERACTIVE FINANCIAL ADVISORS, INC. 21,022$3,024,0002.67%
Spectrum Wealth Advisory Group, LLC 7,630$1,054,0002.28%
Gerber Kawasaki Wealth & Investment Management 42,350$6,092,0001.73%
Realta Investment Advisors 21,650$3,114,0001.34%
Black Swift Group, LLC 9,100$1,309,0001.30%
View complete list of ISHARES TR shareholders