swisspartners Advisors Ltd - ISHARES TR ownership

ISHARES TR's ticker is HEWJ and the CUSIP is 46434V886. A total of 51 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
swisspartners Advisors Ltd ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,588,122
-6.6%
178,465
+0.4%
4.91%
+1.8%
Q2 2023$5,981,124
+17.9%
177,765
+1.2%
4.83%
+14.1%
Q1 2023$5,074,845
+10.5%
175,645
+0.0%
4.23%
+3.2%
Q4 2022$4,594,050
-29.4%
175,605
-0.4%
4.10%
-36.0%
Q3 2022$6,508,000
-16.2%
176,355
-12.4%
6.40%
-2.7%
Q2 2022$7,768,000
+2.2%
201,205
+2.1%
6.58%
+25.5%
Q1 2022$7,604,000
-2.6%
197,160
+1.4%
5.24%
-6.0%
Q4 2021$7,809,000
+1.3%
194,365
+1.3%
5.58%
+3.1%
Q3 2021$7,706,000
+31.5%
191,805
+27.2%
5.41%
+17.8%
Q2 2021$5,860,000
+9.1%
150,795
+9.3%
4.59%
-3.7%
Q1 2021$5,373,000
-17.1%
138,005
-24.8%
4.77%
-16.5%
Q4 2020$6,480,000
+23.3%
183,585
+11.6%
5.71%
-20.1%
Q3 2020$5,254,000
+5.6%
164,455
+1.5%
7.14%
+13.8%
Q2 2020$4,975,000
-2.9%
161,950
-14.0%
6.28%
-12.9%
Q1 2020$5,123,000
-13.1%
188,345
+5.3%
7.21%
+24.8%
Q4 2019$5,897,000178,8555.77%
Other shareholders
ISHARES TR shareholders Q3 2020
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