Institute for Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is HEWJ and the CUSIP is 46434V886. A total of 59 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$208,000
-10.7%
5,254
-9.4%
0.03%
-17.1%
Q3 2021$233,000
+1.3%
5,799
-2.2%
0.04%
+2.5%
Q2 2021$230,000
-0.4%
5,930
-0.2%
0.04%
-9.1%
Q1 2021$231,000
-3.8%
5,939
-11.1%
0.04%
-8.3%
Q4 2020$240,000
+2.6%
6,678
-8.7%
0.05%
-9.4%
Q3 2020$234,000
-2.9%
7,312
-6.6%
0.05%
-10.2%
Q2 2020$241,000
+3.4%
7,831
-8.6%
0.06%
-18.1%
Q1 2020$233,000
-23.1%
8,566
-6.7%
0.07%
+5.9%
Q4 2019$303,000
-6.5%
9,180
-11.8%
0.07%
-17.1%
Q3 2019$324,000
-28.8%
10,403
-30.6%
0.08%
-18.8%
Q2 2019$455,000
-5.8%
14,987
-4.4%
0.10%
-3.8%
Q1 2019$483,000
-10.4%
15,680
-18.3%
0.10%
-52.5%
Q4 2018$539,000
-20.5%
19,201
-3.5%
0.22%
-3.5%
Q3 2018$678,000
-0.7%
19,903
-6.0%
0.23%
+5.0%
Q2 2018$683,000
-5.8%
21,179
-4.5%
0.22%
+1.9%
Q1 2018$725,000
-55.3%
22,171
-53.6%
0.21%
-42.8%
Q4 2017$1,622,00047,7990.37%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
swisspartners Advisors Ltd 178,465$5,588,1224.91%
Humankind Investments LLC 33,896$2,043,5900.85%
PARTNERS CAPITAL INVESTMENT GROUP, LLP 774,797$26,498,0530.64%
LFA - Lugano Financial Advisors SA 10,097$345,3170.30%
Jackson Hole Capital Partners, LLC 26,691$912,8320.27%
Somerset Trust Co 12,482$426,8840.20%
Trek Financial, LLC 30,882$1,056,1640.10%
OVERSEA-CHINESE BANKING Corp Ltd 61,065$2,088,4230.10%
LAKE STREET ADVISORS GROUP, LLC 28,423$972,0000.06%
Private Advisor Group, LLC 112,341$3,842,0590.03%
View complete list of ISHARES TR shareholders