CAPITAL WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is HSCZ and the CUSIP is 46435G839. A total of 27 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CAPITAL WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$7,650,045
+2.6%
239,528
+1.2%
3.50%
-1.9%
Q1 2024$7,456,743
+7.5%
236,722
-0.0%
3.57%
+1.0%
Q4 2023$6,937,402
+3.5%
236,752
-1.6%
3.53%
-3.9%
Q3 2023$6,704,893
-1.1%
240,618
+0.9%
3.68%
-0.4%
Q2 2023$6,782,615
+6.0%
238,362
+2.0%
3.69%
+0.4%
Q1 2023$6,398,980
+39.2%
233,745
+31.3%
3.68%
+18.2%
Q4 2022$4,597,162
-28.9%
178,090
-18.4%
3.11%
-37.9%
Q3 2022$6,463,000
+5.6%
218,202
+11.7%
5.01%
+10.4%
Q2 2022$6,120,000
+42.1%
195,399
+56.0%
4.54%
+56.3%
Q1 2022$4,308,000
+247.7%
125,234
+272.2%
2.90%
+234.7%
Q4 2021$1,239,000
+21.4%
33,649
+21.4%
0.87%
+10.0%
Q3 2021$1,021,000
+20.1%
27,715
+18.6%
0.79%
+26.8%
Q2 2021$850,000
+266.4%
23,367
+253.4%
0.62%
+238.0%
Q1 2021$232,000
+0.9%
6,612
-7.5%
0.18%
-7.5%
Q4 2020$230,000
-0.9%
7,151
-10.9%
0.20%
-15.0%
Q3 2020$232,0008,0300.23%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
CAPITAL WEALTH MANAGEMENT, LLC 239,528$7,650,0453.50%
Comprehensive Wealth Management, LLC 56,455$1,803,0601.32%
Systelligence, LLC 117,474$3,751,8851.00%
Solano Wealth Management, Inc. 40,167$1,282,8540.70%
Sachetta, LLC 45,700$1,464,9450.64%
Trademark Financial Management, LLC 21,272$679,3830.55%
WESCAP Management Group, Inc. 31,200$996,4760.28%
Certified Advisory Corp 39,259$1,253,8570.16%
ROVIN CAPITAL /UT/ /ADV 11,632$3720.16%
Glass Jacobson Investment Advisors llc 5,567$177,8100.06%
View complete list of ISHARES TR shareholders