ISHARES TR (HEWL)
Institutional ownership reported to the SEC as of Q1 2025, across 9 quarters.
1
Reporting holders
$241.0K
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Constant Guidance Financial LLC | $241.0K | 574 | 0.30% | 2q | -93.4%-$3.4M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2025 | 1 | $241.0K | 574 | 0 | 0 | 1 | 0.0% |
| Q4 2024 | 1 | $458.4K | 8,640 | 1 | 0 | 0 | 0.0% |
| Q2 2020 | 5 | $4.0M | 132,190 | 1 | 2 | 2 | 0.0% |
| Q1 2020 | 5 | $2.9M | 108,844 | 1 | 1 | 2 | 0.0% |
| Q4 2019 | 8 | $3.5M | 113,608 | 4 | 2 | 2 | 0.0% |
| Q3 2019 | 4 | $1.4M | 46,989 | 0 | 2 | 1 | 0.0% |
| Q2 2019 | 5 | $1.3M | 42,693 | 1 | 1 | 3 | 0.0% |
| Q1 2019 | 4 | $1.2M | 44,019 | 1 | 2 | 1 | 0.0% |
| Q4 2018 | 4 | $2.0M | 76,564 | 0 | 0 | 0 | 0.0% |