Allworth Financial LP - 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
Allworth Financial LP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$24,173
+3.7%
7390.0%0.00%
Q1 2023$23,316
+13.6%
7390.0%0.00%
Q4 2022$20,529
-2.2%
7390.0%0.00%
Q3 2022$21,000
-8.7%
7390.0%0.00%
Q2 2022$23,000
-8.0%
7390.0%0.00%
Q1 2022$25,000
-10.7%
7390.0%0.00%
Q4 2021$28,000
+3.7%
7390.0%0.00%
Q3 2021$27,0000.0%7390.0%0.00%
Q2 2021$27,000
+8.0%
7390.0%0.00%
-100.0%
Q1 2021$25,000
+8.7%
7390.0%0.00%0.0%
Q4 2020$23,000
+9.5%
7390.0%0.00%0.0%
Q3 2020$21,000
+23.5%
7390.0%0.00%0.0%
Q1 2020$17,000
-26.1%
7390.0%0.00%0.0%
Q4 2019$23,0000.0%7390.0%0.00%0.0%
Q3 2019$23,0000.0%7390.0%0.00%0.0%
Q2 2019$23,000
+4.5%
7390.0%0.00%0.0%
Q1 2019$22,000
+15.8%
7390.0%0.00%0.0%
Q4 2018$19,000
-13.6%
7390.0%0.00%0.0%
Q3 2018$22,0000.0%7390.0%0.00%0.0%
Q2 2018$22,0000.0%7390.0%0.00%
-50.0%
Q1 2018$22,0000.0%7390.0%0.00%0.0%
Q4 2017$22,0000.0%7390.0%0.00%0.0%
Q3 2017$22,0000.0%7390.0%0.00%0.0%
Q2 2017$22,000
+4.8%
7390.0%0.00%0.0%
Q1 2017$21,0007390.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Permanens Capital L.P. 995,122$30,590,0505.23%
Robertson Stephens Wealth Management, LLC 341,178$10,487,8120.71%
Connecticut Wealth Management, LLC 182,270$5,602,9760.38%
BARINGS LLC 257,688$7,921,3290.27%
DIMENSION CAPITAL MANAGEMENT LLC 24,055$739,4510.17%
Financial Network Wealth Management LLC 7,196$2180.11%
Coppell Advisory Solutions LLC 6,246$173,5140.06%
Prospera Financial Services Inc 47,803$1,469,3760.06%
WFA of San Diego, LLC 1,005$30,8940.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 694,914$21,361,8570.03%
View complete list of ISHARES TR shareholders