MA Private Wealth - ISHARES TR ownership

ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 79 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
MA Private Wealth ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,253,000
-9.1%
36,6170.0%0.23%
-7.7%
Q4 2021$1,379,000
+4.9%
36,617
+0.5%
0.25%
-3.9%
Q3 2021$1,314,000
-1.6%
36,434
-0.5%
0.26%
-2.6%
Q2 2021$1,335,000
+6.5%
36,6260.0%0.26%
+1.5%
Q1 2021$1,254,000
+8.9%
36,626
-0.7%
0.26%
-0.8%
Q4 2020$1,151,000
-1.5%
36,897
-12.0%
0.26%
-4.7%
Q3 2020$1,168,000
-0.8%
41,929
+0.1%
0.28%
-6.4%
Q2 2020$1,178,000
+14.9%
41,877
-3.5%
0.30%
-2.0%
Q1 2020$1,025,000
-29.7%
43,401
-8.0%
0.30%
-26.6%
Q3 2019$1,459,000
-13.0%
47,178
-13.5%
0.41%
-16.2%
Q2 2019$1,677,000
-21.5%
54,562
-25.0%
0.49%
-27.9%
Q1 2019$2,136,000
-38.0%
72,744
-45.3%
0.68%
-48.2%
Q4 2018$3,447,000132,8771.31%
Other shareholders
ISHARES TR shareholders Q4 2021
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