CFM WEALTH PARTNERS LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,251 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.

Quarter-by-quarter ownership
CFM WEALTH PARTNERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$998,806
+12.9%
10,793
+3.0%
0.18%
+2.8%
Q1 2024$885,016
+9.3%
10,481
-2.7%
0.18%
-2.7%
Q4 2023$809,353
+12.4%
10,777
+2.4%
0.18%
-3.2%
Q3 2023$720,120
-7.9%
10,525
-5.1%
0.19%
-0.5%
Q2 2023$781,623
+13.0%
11,090
+2.5%
0.19%
+2.2%
Q1 2023$691,418
-9.0%
10,822
-16.7%
0.19%
-18.1%
Q4 2022$759,798
-0.4%
12,988
-1.6%
0.23%
-7.0%
Q3 2022$763,000
+39.5%
13,197
+45.5%
0.24%
+48.8%
Q2 2022$547,000
+754.7%
9,069
+2835.0%
0.16%
+583.3%
Q2 2020$64,000
-17.9%
309
-34.9%
0.02%
-33.3%
Q1 2020$78,000
-18.8%
4750.0%0.04%
+2.9%
Q4 2019$96,0004750.04%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Wilmington Trust Investment Management, LLC 1,317,762$131,484,00026.50%
Sage Advisory Services, Ltd.Co. 1,450,311$144,698,00017.06%
Quantitative Advantage, LLC 642,654$64,163,00015.39%
Simply Money Advisors 935,899$93,440,00014.52%
FIRST HAWAIIAN BANK 627,875$62,688,00010.98%
Live Your Vision, LLC 202,572$20,225,00010.68%
Valmark Advisers, Inc. 4,140,992$413,437,00010.63%
LVZ, Inc. 132,407$12,669,00010.14%
SG Select LLC 6,068$606,0009.90%
TIEDEMANN TRUST CO 906,241$90,462,0009.81%
View complete list of ISHARES TR shareholders