CPWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 133 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CPWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$575,000
-5.3%
5,1240.0%0.04%
-14.6%
Q4 2021$607,0000.0%5,1240.0%0.05%
-14.3%
Q3 2021$607,0000.0%5,1240.0%0.06%
+21.7%
Q2 2021$607,000
+0.7%
5,1240.0%0.05%
-11.5%
Q1 2021$603,000
-1.6%
5,1240.0%0.05%
-7.1%
Q4 2020$613,000
-1.1%
5,1240.0%0.06%
-13.8%
Q3 2020$620,000
-0.2%
5,1240.0%0.06%
-8.5%
Q2 2020$621,000
+0.5%
5,1240.0%0.07%
-21.1%
Q1 2020$618,0005,1240.09%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Capstone Triton Financial Group, LLC 32,959$3,630,0002.74%
Bridge Advisory, LLC 46,947$5,160,0002.49%
Beaumont Capital Management, LLC 24,552$2,700,0002.23%
RKL Wealth Management LLC 96,076$10,566,0001.45%
Measured Wealth Private Client Group, LLC 27,880$3,066,0001.35%
SIGNET FINANCIAL MANAGEMENT, LLC 59,960$6,594,0001.26%
Renasant Bank 13,766$1,514,0001.24%
TriaGen Wealth Management LLC 11,418$1,256,0000.89%
BTS Asset Management, Inc. 3,036$334,0000.75%
WBI INVESTMENTS, LLC 26,662$2,904,0000.63%
View complete list of ISHARES TR shareholders