ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 93 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $23,310 | +8.3% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $21,518 | -6.0% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $22,897 | +3.7% | 700 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $22,085 | +13.6% | 700 | 0.0% | 0.01% | +20.0% |
| Q4 2022 | $19,446 | -2.8% | 700 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $20,000 | -4.8% | 700 | 0.0% | 0.01% | +20.0% |
| Q2 2022 | $21,000 | -86.9% | 700 | -85.1% | 0.01% | -85.3% |
| Q1 2022 | $160,000 | -94.7% | 4,700 | -94.1% | 0.03% | -94.5% |
| Q4 2021 | $3,002,000 | -5.5% | 79,738 | -9.5% | 0.62% | -13.6% |
| Q3 2021 | $3,177,000 | -43.4% | 88,119 | -42.8% | 0.72% | -44.0% |
| Q2 2021 | $5,612,000 | -8.4% | 154,013 | -13.9% | 1.28% | -15.8% |
| Q1 2021 | $6,126,000 | -9.3% | 178,938 | -17.3% | 1.53% | -0.7% |
| Q4 2020 | $6,752,000 | +9.8% | 216,435 | -1.9% | 1.54% | +0.6% |
| Q3 2020 | $6,148,000 | -5.1% | 220,735 | -4.1% | 1.53% | -12.0% |
| Q2 2020 | $6,475,000 | +13.4% | 230,130 | -4.9% | 1.74% | +2.1% |
| Q1 2020 | $5,712,000 | -27.3% | 241,965 | -2.2% | 1.70% | -3.7% |
| Q4 2019 | $7,860,000 | +1.8% | 247,353 | -1.0% | 1.77% | -1.5% |
| Q3 2019 | $7,720,000 | -1.3% | 249,758 | -1.9% | 1.79% | +1.4% |
| Q2 2019 | $7,824,000 | -0.7% | 254,570 | -0.7% | 1.77% | -1.4% |
| Q1 2019 | $7,878,000 | +10.6% | 256,310 | -6.6% | 1.80% | -3.4% |
| Q4 2018 | $7,120,000 | -21.1% | 274,452 | -9.8% | 1.86% | -5.7% |
| Q3 2018 | $9,022,000 | -4.8% | 304,227 | -3.5% | 1.97% | -9.4% |
| Q2 2018 | $9,475,000 | -2.8% | 315,234 | -5.1% | 2.18% | -3.7% |
| Q1 2018 | $9,746,000 | -2.7% | 332,199 | -1.1% | 2.26% | -2.7% |
| Q4 2017 | $10,016,000 | -1.5% | 336,022 | -0.6% | 2.32% | -5.4% |
| Q3 2017 | $10,173,000 | +5.3% | 337,897 | -0.0% | 2.46% | +2.1% |
| Q2 2017 | $9,658,000 | -19.6% | 338,062 | -19.3% | 2.40% | -20.3% |
| Q1 2017 | $12,009,000 | +481.0% | 418,745 | +438.9% | 3.02% | +440.5% |
| Q4 2016 | $2,067,000 | -3.1% | 77,710 | -9.8% | 0.56% | -7.8% |
| Q3 2016 | $2,134,000 | +3.0% | 86,110 | 0.0% | 0.60% | -0.3% |
| Q2 2016 | $2,072,000 | – | 86,110 | – | 0.61% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Permanens Capital L.P. | 902,618 | $28,152,000 | 5.92% |
| Evolution Wealth Advisors, LLC | 402,523 | $12,555,000 | 2.83% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 135,112 | $4,214,000 | 2.50% |
| Robertson Stephens Wealth Management, LLC | 316,078 | $9,858,000 | 2.06% |
| M&R CAPITAL MANAGEMENT INC | 216,435 | $6,752,000 | 1.54% |
| 55I, LLC | 266,796 | $8,321,000 | 0.62% |
| Conservest Capital Advisors, Inc. | 94,584 | $2,950,000 | 0.35% |
| MA Private Wealth | 36,897 | $1,151,000 | 0.26% |
| DIMENSION CAPITAL MANAGEMENT LLC | 28,749 | $897,000 | 0.26% |
| UBP Investment Advisors SA | 14,765 | $461,000 | 0.24% |