CAPITAL WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is HSCZ and the CUSIP is 46435G839. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
CAPITAL WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 2023
NameSharesValueWeighting ↓
PERSONAL CFO SOLUTIONS, LLC 15,545$453,0000.18%
GOFEN & GLOSSBERG LLC /IL/ 35,200$1,025,0000.04%
Carroll Financial Associates, Inc. 5,400$157,0000.01%
Advisor Group, Inc. 6,424$187,0000.00%
JANE STREET GROUP, LLC 7,295$213,0000.00%
LADENBURG THALMANN FINANCIAL SERVICES INC. 2,480$72,0000.00%
ROYAL BANK OF CANADA 201$6,0000.00%
BANK OF AMERICA CORP /DE/ 11,950$348,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
View complete list of ISHARES TR shareholders