CPWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 262 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CPWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$542,000
+59.9%
17,666
+64.2%
0.05%
+70.0%
Q2 2022$339,000
-44.1%
10,760
-32.4%
0.03%
-30.2%
Q1 2022$606,000
+2.2%
15,918
+4.8%
0.04%
-8.5%
Q4 2021$593,0000.0%15,1910.0%0.05%
-13.0%
Q3 2021$593,000
-7.3%
15,191
-4.2%
0.05%
+12.5%
Q2 2021$640,000
+41.0%
15,864
+34.8%
0.05%
+23.1%
Q1 2021$454,000
+48.4%
11,770
+31.2%
0.04%
+39.3%
Q4 2020$306,0008,9680.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
HARVEST GROUP WEALTH MANAGEMENT, LLC 186,533$7,530,0004.48%
FLPUTNAM INVESTMENT MANAGEMENT CO 1,358,337$54,836,0001.89%
WRAPMANAGER INC 172,725$6,973,0001.80%
BLUESTEM FINANCIAL ADVISORS, LLC 46,228$1,866,0001.26%
Addison Advisors LLC 33,800$1,365,0001.10%
RPg Family Wealth Advisory, LLC 65,219$2,632,891,0001.07%
Parkside Advisors LLC 75,375$3,043,0000.97%
Adero Partners, LLC 96,700$3,904,0000.90%
Mascoma Wealth Management LLC 47,205$1,906,0000.82%
Stewardship Advisors, LLC 51,233$2,068,0000.78%
View complete list of ISHARES TR shareholders