BELLEVUE ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is HEWJ and the CUSIP is 46434V886. A total of 66 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,188
+1.6%
640.0%0.00%0.0%
Q2 2023$2,153
+16.5%
640.0%0.00%0.0%
Q1 2023$1,848
+10.6%
640.0%0.00%0.0%
Q4 2022$1,671
-16.4%
640.0%0.00%
-50.0%
Q3 2022$2,000
-33.3%
640.0%0.00%0.0%
Q2 2022$3,000
+50.0%
640.0%0.00%
+100.0%
Q1 2022$2,000
-33.3%
640.0%0.00%
-50.0%
Q4 2021$3,0000.0%640.0%0.00%0.0%
Q3 2021$3,000
+50.0%
640.0%0.00%
+100.0%
Q2 2021$2,000
-83.3%
64
-79.7%
0.00%
-85.7%
Q1 2021$12,0000.0%3150.0%0.01%0.0%
Q4 2020$12,000
-50.0%
315
-57.7%
0.01%
-58.8%
Q3 2020$24,000
+4.3%
7440.0%0.02%
-29.2%
Q2 2020$23,000
+9.5%
7440.0%0.02%
+9.1%
Q1 2020$21,000
-16.0%
7440.0%0.02%
+15.8%
Q4 2019$25,0007440.02%
Other shareholders
ISHARES TR shareholders Q4 2019
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