Bellwether Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 73 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Bellwether Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,0000.0%400.0%0.00%
Q2 2022$1,0000.0%400.0%0.00%
Q1 2022$1,0000.0%400.0%0.00%
Q4 2021$1,0000.0%400.0%0.00%
Q3 2021$1,0000.0%400.0%0.00%
Q2 2021$1,000
-66.7%
40
-64.3%
0.00%
-100.0%
Q1 2021$3,000
-40.0%
112
-41.4%
0.00%
-50.0%
Q4 2020$5,0001910.00%
Other shareholders
ISHARES TR shareholders Q1 2022
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