Avidian Wealth Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 67 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$324,000
-69.4%
10,352
-66.5%
0.02%
-64.6%
Q1 2022$1,059,000
-89.1%
30,924
-88.0%
0.06%
-89.2%
Q4 2021$9,692,000
+12.4%
257,420
+7.7%
0.60%
-8.2%
Q3 2021$8,622,000239,1090.66%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Permanens Capital L.P. 902,618$28,152,0005.92%
Evolution Wealth Advisors, LLC 402,523$12,555,0002.83%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 135,112$4,214,0002.50%
Robertson Stephens Wealth Management, LLC 316,078$9,858,0002.06%
M&R CAPITAL MANAGEMENT INC 216,435$6,752,0001.54%
55I, LLC 266,796$8,321,0000.62%
Conservest Capital Advisors, Inc. 94,584$2,950,0000.35%
MA Private Wealth 36,897$1,151,0000.26%
DIMENSION CAPITAL MANAGEMENT LLC 28,749$897,0000.26%
UBP Investment Advisors SA 14,765$461,0000.24%
View complete list of ISHARES TR shareholders