Kore Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 196 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Kore Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$270,000
-5.9%
9,0220.0%0.05%
+11.4%
Q2 2022$287,000
-6.2%
9,0220.0%0.04%
+15.8%
Q1 2022$306,000
-4.1%
9,0220.0%0.04%
-2.6%
Q4 2021$319,000
+2.9%
9,0220.0%0.04%
+18.2%
Q3 2021$310,000
-1.0%
9,0220.0%0.03%
-5.7%
Q2 2021$313,0009,0220.04%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Private Vista, LLC 2,329,422$69,742,00014.28%
Syntal Capital Partners, LLC 974,803$29,185,00010.20%
WESCAP Management Group, Inc. 449,892$13,469,0006.83%
Dragon Financial & Investment Group, LLC 160,971$4,819,0005.46%
COLDSTREAM CAPITAL MANAGEMENT INC 1,376,325$41,207,0003.73%
Blue Chip Partners, LLC 344,264$10,307,0002.51%
FIRST HAWAIIAN BANK 1,593,621$47,713,0002.49%
BOK Financial Private Wealth, Inc. 491,378$14,712,0002.33%
Exchange Capital Management, Inc. 263,782$7,898,0002.29%
Wharton Business Group, LLC 767,440$22,977,0002.28%
View complete list of ISHARES TR shareholders