Cornerstone Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 51 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$288,943
-29.6%
6,610
-26.7%
0.03%
-27.0%
Q2 2023$410,218
+89.9%
9,022
+119.0%
0.04%
-2.6%
Q3 2019$216,000
+1.4%
4,119
+0.2%
0.04%0.0%
Q2 2019$213,000
-94.2%
4,112
-97.8%
0.04%
-17.4%
Q3 2018$3,673,000
+11.2%
187,158
+15.2%
0.05%
+24.3%
Q2 2018$3,303,000
+1381.2%
162,409
+3614.8%
0.04%
-26.0%
Q2 2017$223,000
-5.9%
4,372
-6.5%
0.05%
-15.3%
Q1 2017$237,000
-17.7%
4,678
-18.5%
0.06%
-35.9%
Q4 2016$288,000
-8.6%
5,740
-5.7%
0.09%
-20.7%
Q3 2016$315,0006,0840.12%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
Williams Financial, LLC 575,429$26,164,75119.51%
MCMORGAN & CO LLC 1,977,443$89,914,34616.91%
Stone House Investment Management, LLC 980,266$44,572,69216.16%
ZRC WEALTH MANAGEMENT, LLC 402,366$18,902,19615.92%
High Falls Advisors, Inc 1,005,004$45,697,52213.03%
ONE Advisory Partners, LLC 486,639$22,127,45812.45%
Copperleaf Capital, LLC 279,828$12,723,78411.92%
Keystone Financial Services 476,707$21,675,87611.07%
Sharkey, Howes & Javer 1,140,763$51,870,5149.82%
TNF LLC 467,300$21,248,1169.27%
View complete list of ISHARES TR shareholders