CPWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 148 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q3 2021
NameSharesValueWeighting ↓
B. Riley Wealth Advisors, Inc. 25,180$2,836,0000.58%
Ashfield Capital Partners, LLC 47,202$5,316,0000.52%
Rehmann Capital Advisory Group 24,682$2,780,0000.51%
BANK HAPOALIM BM 16,745$1,886,0000.50%
CETERA INVESTMENT MANAGEMENT LLC 5,769$650,0000.49%
Zions Bancorporation 22,690$2,556,0000.45%
Charles Schwab Investment Advisory, Inc. 502,802$56,625,0000.39%
Exchange Capital Management, Inc. 7,522$847,0000.32%
Sigma Planning Corp 21,903$2,467,0000.27%
AT Bancorp 14,026$1,580,0000.21%
View complete list of ISHARES TR shareholders