Avantax Planning Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is HEWJ and the CUSIP is 46434V886. A total of 58 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$7,0000.0%2050.0%0.00%0.0%
Q1 2018$7,0002050.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Signature Financial Management, Inc. 770,483$24,717,0005.14%
Monument Capital Management 113,903$3,562,0002.44%
Donald L. Hagan, LLC 35,967$1,153,0000.96%
Bellecapital International Ltd. 21,000$674,0000.63%
Clearwater Capital Advisors, LLC 87,893$2,820,0000.58%
CWM, LLC 438,408$14,064,0000.56%
Drexel Morgan & Co. 9,965$320,0000.33%
PICTET BANK & TRUST Ltd 21,900$703,0000.25%
Migdal Insurance & Financial Holdings Ltd. 294,498$9,448,0000.22%
Brinker Capital Investments, LLC 216,133$6,934,0000.22%
View complete list of ISHARES TR shareholders