CPWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 191 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 26.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
CPWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$7,927,000
+140.6%
76,673
+141.9%
0.75%
+154.1%
Q2 2022$3,295,000
-68.8%
31,696
-61.3%
0.29%
-61.1%
Q1 2022$10,562,000
-8.2%
81,966
+2.8%
0.76%
-16.7%
Q4 2021$11,507,0000.0%79,7350.0%0.91%
-14.1%
Q3 2021$11,507,000
-3.1%
79,735
+2.5%
1.06%
+18.5%
Q2 2021$11,870,000
+4.3%
77,783
+0.5%
0.89%
-8.9%
Q1 2021$11,376,000
+18.9%
77,415
-4.0%
0.98%
+12.4%
Q4 2020$9,567,000
+36.5%
80,630
+4.0%
0.87%
+18.2%
Q3 2020$7,011,000
+9.2%
77,500
+5.4%
0.74%
+1.0%
Q2 2020$6,420,000
+57.3%
73,563
+20.8%
0.73%
+22.5%
Q1 2020$4,081,000
+66.9%
60,889
+147.8%
0.60%
+100.0%
Q4 2019$2,445,000
+14.8%
24,571
+1.7%
0.30%
+6.8%
Q3 2019$2,129,000
-5.4%
24,1560.0%0.28%
-11.1%
Q2 2019$2,251,000
+0.6%
24,156
+0.2%
0.31%
-2.2%
Q1 2019$2,237,000
+12.6%
24,119
+0.1%
0.32%
-1.5%
Q4 2018$1,987,000
-1.8%
24,100
+26.6%
0.33%
+13.2%
Q3 2018$2,024,000
+0.8%
19,037
+0.1%
0.29%
-5.6%
Q2 2018$2,008,000
+12.7%
19,014
+2.5%
0.30%
+9.7%
Q1 2018$1,782,000
-2.0%
18,552
-2.3%
0.28%
-33.8%
Q4 2017$1,818,000
+1.7%
18,992
+0.4%
0.42%0.0%
Q3 2017$1,787,000
+6.4%
18,925
+0.2%
0.42%
+9.7%
Q2 2017$1,680,000
+3.8%
18,8940.0%0.38%
+4.1%
Q1 2017$1,618,000
-0.4%
18,894
-0.2%
0.37%
+0.5%
Q4 2016$1,625,000
+10.2%
18,931
+0.2%
0.37%
+12.6%
Q3 2016$1,475,000
+11.8%
18,902
+1.4%
0.32%
+10.5%
Q2 2016$1,319,000
+3.3%
18,644
-0.9%
0.29%
+5.0%
Q1 2016$1,277,000
-4.6%
18,805
+1.3%
0.28%
+5.3%
Q4 2015$1,338,000
+3.6%
18,557
+0.2%
0.27%
-6.0%
Q3 2015$1,292,000
-14.3%
18,528
+0.2%
0.28%
-21.4%
Q2 2015$1,508,000
+0.6%
18,495
-2.5%
0.36%
-14.3%
Q1 2015$1,499,000
+4.7%
18,961
+1.9%
0.42%
+2.7%
Q4 2014$1,432,000
+9.1%
18,606
-1.4%
0.41%
-14.6%
Q3 2014$1,312,000
-9.2%
18,874
-0.6%
0.48%
-7.9%
Q2 2014$1,445,000
-1.4%
18,988
+0.1%
0.52%
-8.1%
Q1 2014$1,466,000
-21.2%
18,967
-23.4%
0.57%
-21.1%
Q4 2013$1,860,000
+12.7%
24,759
-7.4%
0.72%
+5.9%
Q3 2013$1,651,0000.0%26,7420.0%0.68%0.0%
Q2 2013$1,651,000
+5.4%
26,742
+0.1%
0.68%
+2.7%
Q1 2013$1,567,000
+0.8%
26,716
-10.1%
0.66%
-4.5%
Q4 2012$1,554,000
-2.6%
29,704
-1.6%
0.69%
-1.1%
Q3 2012$1,596,000
+4.2%
30,197
-1.3%
0.70%
+3.1%
Q2 2012$1,531,000
-1.9%
30,604
-0.3%
0.68%
-3.0%
Q1 2012$1,561,000
+11.0%
30,705
-2.5%
0.70%
-16.6%
Q4 2011$1,406,00031,4790.84%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 104,991$9,499,0002.79%
Schoolcraft Capital LLC 63,204$5,718,0862.69%
One Capital Management, LLC 187,381$16,952,0002.31%
Efficient Advisors, LLC 132,875$12,021,0002.21%
MD Financial Management Inc. 599,658$54,251,0002.19%
Harborview Advisors, LLC 28,571$2,585,0001.97%
Regal Investment Advisors LLC 17,771$1,608,0001.90%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,169$19,195,0001.84%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 40,531$3,667,0001.39%
DOWLING & YAHNKE LLC 127,615$11,545,0000.93%
View complete list of ISHARES TR shareholders