Cornerstone Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 73 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cornerstone Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$3,000
-99.9%
76
-100.0%
0.00%
-100.0%
Q4 2019$5,965,000
+0.7%
187,682
-2.1%
1.24%
-3.4%
Q3 2019$5,925,000
-2.7%
191,637
-3.3%
1.28%
-3.2%
Q2 2019$6,089,000
+3.9%
198,081
-0.7%
1.32%
+2.4%
Q1 2019$5,859,000
-10.0%
199,557
-20.5%
1.29%
-24.5%
Q4 2018$6,509,000
-16.7%
250,907
-4.8%
1.71%
-26.3%
Q3 2018$7,815,000
-3.5%
263,501
-2.2%
2.32%
-13.1%
Q2 2018$8,100,000
+1.9%
269,446
-0.6%
2.67%
-6.9%
Q1 2018$7,952,000
-1.9%
271,030
-0.3%
2.86%
+3.1%
Q4 2017$8,102,000
-0.9%
271,790
+0.1%
2.78%
+0.4%
Q3 2017$8,173,000
+1.1%
271,426
-1.6%
2.77%
+2.3%
Q2 2017$8,084,000
+7.5%
275,794
+5.2%
2.70%
-28.8%
Q1 2017$7,522,000
+2.4%
262,273
-5.0%
3.80%
-31.1%
Q4 2016$7,344,000
+7.1%
276,097
-0.2%
5.51%
-2.1%
Q3 2016$6,858,000
-1.7%
276,630
-4.6%
5.63%
-4.0%
Q2 2016$6,979,000
-3.0%
289,955
-1.9%
5.87%
-4.6%
Q1 2016$7,197,000
-8.9%
295,576
-3.4%
6.15%
-9.6%
Q4 2015$7,897,000305,8486.80%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 219,896$6,345,0003.84%
Permanens Capital L.P. 300,007$8,657,0001.95%
Endowment Wealth Management, Inc. 50,330$1,452,0001.76%
Robertson Stephens Wealth Management, LLC 329,205$9,499,0000.99%
Psagot Value Holdings Ltd. / (Israel) 55,257$1,594,0000.45%
55I, LLC 299,935$8,655,0000.24%
DIMENSION CAPITAL MANAGEMENT LLC 28,749$829,0000.20%
Financial Network Wealth Management LLC 7,196$208,0000.13%
FLOW TRADERS U.S. LLC 68,281$1,970,0000.11%
Clearwater Capital Advisors, LLC 16,950$489,0000.07%
View complete list of ISHARES TR shareholders