BELLEVUE ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is HEWJ and the CUSIP is 46434V886. A total of 54 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

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 2020
NameSharesValueWeighting ↓
swisspartners Advisors Ltd 175,605$4,594,0504.10%
RED CEDAR INVESTMENT MANAGEMENT, LLC 648,156$16,955,7582.68%
Humankind Investments LLC 33,896$1,845,2980.80%
PARTNERS CAPITAL INVESTMENT GROUP, LLP 407,010$10,647,3820.51%
LFA - Lugano Financial Advisors SA 14,046$367,4430.27%
Jackson Hole Capital Partners, LLC 34,139$893,0760.27%
FLOW TRADERS U.S. LLC 197,616$5,1700.26%
Versant Capital Management, Inc 19,284$504,4710.18%
OVERSEA-CHINESE BANKING Corp Ltd 54,276$1,4200.08%
Migdal Insurance & Financial Holdings Ltd. 118,367$3,0960.07%
View complete list of ISHARES TR shareholders