Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 74 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$516,316
+16.0%
5,209
+1.0%
0.04%
+23.3%
Q4 2020$445,0005,1550.03%
Other shareholders
ISHARES TR shareholders Q4 2020
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