CPWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 290 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
CPWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$243,000
-52.0%
3,600
-50.2%
0.02%
-48.9%
Q2 2022$506,000
+62.2%
7,224
+95.9%
0.04%
+104.5%
Q1 2022$312,000
-13.8%
3,688
-15.8%
0.02%
-24.1%
Q4 2021$362,0000.0%4,3810.0%0.03%
-12.1%
Q3 2021$362,000
+21.1%
4,381
+18.8%
0.03%
+50.0%
Q2 2021$299,000
+8.3%
3,687
+0.0%
0.02%
-8.3%
Q1 2021$276,000
+12.2%
3,6860.0%0.02%
+9.1%
Q4 2020$246,000
+17.7%
3,686
+100.0%
0.02%0.0%
Q3 2020$209,000
+3.0%
1,8430.0%0.02%
-4.3%
Q2 2020$203,000
-20.1%
1,843
+0.1%
0.02%
-25.8%
Q4 2019$254,000
+7.2%
1,841
+0.1%
0.03%0.0%
Q3 2019$237,000
+2.6%
1,840
+0.1%
0.03%
-3.1%
Q2 2019$231,000
+6.5%
1,839
+0.1%
0.03%
+3.2%
Q1 2019$217,000
-2.7%
1,838
+0.2%
0.03%
-3.1%
Q3 2018$223,000
+3.7%
1,834
+0.1%
0.03%
-3.0%
Q2 2018$215,000
+1.9%
1,833
+2.4%
0.03%0.0%
Q1 2018$211,0001,7900.03%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 134,702$11,386,0008.99%
First Citizens Financial Corp 62,303$5,266,0003.95%
HC Advisors, LLC 54,865$4,638,0002.94%
Stillwater Capital Advisors, LLC 210,117$17,761,0002.85%
ETFIDEA, LLC 76,938$6,503,5692.81%
BEAM WEALTH ADVISORS, INC. 27,753$2,346,0002.70%
Magnus Financial Group LLC 184,312$15,580,0002.60%
Sowa Financial Group, Inc. 43,724$3,696,0002.22%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 41,549$3,512,0002.08%
Somerset Group LLC 33,023$2,791,0002.00%
View complete list of ISHARES TR shareholders