CPWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 216 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
Q3 2022$965,000
-21.7%
17,394
-15.5%
0.09%
-17.3%
Q2 2022$1,233,000
+24.4%
20,583
+43.2%
0.11%
+54.9%
Q1 2022$991,000
+16.7%
14,370
+18.2%
0.07%
+6.0%
Q4 2021$849,0000.0%12,1570.0%0.07%
-14.1%
Q3 2021$849,000
-1.2%
12,1570.0%0.08%
+20.0%
Q2 2021$859,000
+5.5%
12,1570.0%0.06%
-7.1%
Q1 2021$814,000
+4.4%
12,1570.0%0.07%
-1.4%
Q4 2020$780,000
+9.9%
12,157
-0.7%
0.07%
-5.3%
Q3 2020$710,000
+5.7%
12,2470.0%0.08%
-1.3%
Q2 2020$672,00012,2470.08%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 47,414$2,840,0003.06%
Fort Henry Capital, LLC 48,896$2,928,0002.73%
NORTHWEST WEALTH MANAGEMENT, LLC 86,099$5,156,0002.24%
Archvest Wealth Advisors, Inc. 31,460$1,884,0001.88%
Weaver Consulting Group 42,060$2,519,0001.41%
PATTON ALBERTSON MILLER GROUP, LLC 113,344$6,788,0001.39%
Legacy Financial Group LLC 56,917$3,409,0001.08%
Ahrens Investment Partners LLC 38,923$2,331,0001.03%
LBMC INVESTMENT ADVISORS, LLC 148,353$8,885,0000.96%
Buttonwood Financial Group, LLC 15,887$946,0000.93%
View complete list of ISHARES TR shareholders