Morningstar Investment Services LLC - ISHARES TR ownership

ISHARES TR's ticker is HEWJ and the CUSIP is 46434V886. A total of 53 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Morningstar Investment Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$260,000
+10.6%
9,248
+22.2%
0.01%
+25.0%
Q3 2019$235,000
-16.7%
7,565
-18.6%
0.00%
-20.0%
Q2 2019$282,000
+19.0%
9,295
+20.7%
0.01%
+25.0%
Q1 2019$237,000
-8.1%
7,701
-16.1%
0.00%
-20.0%
Q4 2018$258,0009,1770.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Signature Financial Management, Inc. 922,483$27,490,0008.64%
Manifold Partners, LLC 195,497$5,826,0006.82%
SIMON QUICK ADVISORS, LLC 219,136$6,530,0003.69%
Clal Insurance Enterprises Holdings Ltd 3,916,714$116,718,0002.32%
Almanack Investment Partners, LLC. 93,019$2,772,0001.55%
Bellecapital International Ltd. 41,000$1,222,0001.07%
Clearwater Capital Advisors, LLC 60,445$1,786,0000.46%
MAKENA CAPITAL MANAGEMENT LLC 100,594$2,998,0000.41%
Merriman Wealth Management, LLC 48,400$1,442,0000.40%
Banco Santander, S.A. 598,632$17,810,0000.35%
View complete list of ISHARES TR shareholders