LFA - Lugano Financial Advisors SA - 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
LFA - Lugano Financial Advisors SA ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$345,317
-6.4%
10,097
-7.9%
0.30%
+20.8%
Q2 2023$368,905
+16.5%
10,9630.0%0.24%
+2.1%
Q1 2023$316,611
-13.8%
10,963
-21.9%
0.24%
-11.8%
Q4 2022$367,443
-32.7%
14,046
-5.0%
0.27%
-36.6%
Q3 2022$546,000
-1.4%
14,7900.0%0.43%
+10.9%
Q2 2022$554,000
-2.8%
14,7900.0%0.39%
+1.6%
Q1 2022$570,000
-2.7%
14,7900.0%0.38%
+12.7%
Q4 2021$586,000
-1.3%
14,7900.0%0.34%
-13.3%
Q3 2021$594,000
-12.4%
14,790
-15.3%
0.39%
-8.7%
Q2 2021$678,000
-16.6%
17,456
-16.4%
0.43%
-25.0%
Q1 2021$813,000
+21.7%
20,871
+12.2%
0.57%
+9.8%
Q4 2020$668,000
+53.2%
18,609
+34.3%
0.52%
+27.9%
Q3 2020$436,000
+0.9%
13,8550.0%0.40%
-11.2%
Q2 2020$432,000
+4.3%
13,855
+7.5%
0.46%
+22.6%
Q1 2020$414,000
-20.8%
12,892
-18.7%
0.37%
-2.6%
Q4 2019$523,000
+11.8%
15,865
+2.8%
0.38%
+31.7%
Q2 2019$468,0000.0%15,435
+1.6%
0.29%
+3.6%
Q1 2019$468,000
-89.1%
15,195
-87.9%
0.28%
-90.7%
Q4 2018$4,309,0000.0%125,8710.0%3.00%0.0%
Q3 2018$4,309,000
+3.9%
125,871
-2.9%
3.00%
-24.7%
Q2 2018$4,147,000129,5803.98%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Signature Financial Management, Inc. 770,483$24,717,0005.14%
Monument Capital Management 113,903$3,562,0002.44%
Donald L. Hagan, LLC 35,967$1,153,0000.96%
Bellecapital International Ltd. 21,000$674,0000.63%
Clearwater Capital Advisors, LLC 87,893$2,820,0000.58%
CWM, LLC 438,408$14,064,0000.56%
Drexel Morgan & Co. 9,965$320,0000.33%
PICTET BANK & TRUST Ltd 21,900$703,0000.25%
Migdal Insurance & Financial Holdings Ltd. 294,498$9,448,0000.22%
Brinker Capital Investments, LLC 216,133$6,934,0000.22%
View complete list of ISHARES TR shareholders