ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 79 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $609 | +18.0% | 19,800 | +25.6% | 0.00% | +50.0% |
| Q2 2023 | $516 | -99.8% | 15,766 | +73.7% | 0.00% | 0.0% |
| Q2 2022 | $284,000 | -89.5% | 9,074 | -88.5% | 0.00% | -83.3% |
| Q1 2022 | $2,700,000 | +834.3% | 78,868 | +927.5% | 0.01% | +1100.0% |
| Q4 2021 | $289,000 | -45.4% | 7,676 | -57.0% | 0.00% | -80.0% |
| Q3 2018 | $529,000 | +146.0% | 17,845 | +105.9% | 0.01% | -16.7% |
| Q3 2015 | $215,000 | – | 8,665 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 219,896 | $6,345,000 | 3.84% |
| Permanens Capital L.P. | 300,007 | $8,657,000 | 1.95% |
| Endowment Wealth Management, Inc. | 50,330 | $1,452,000 | 1.76% |
| Robertson Stephens Wealth Management, LLC | 329,205 | $9,499,000 | 0.99% |
| Psagot Value Holdings Ltd. / (Israel) | 55,257 | $1,594,000 | 0.45% |
| 55I, LLC | 299,935 | $8,655,000 | 0.24% |
| DIMENSION CAPITAL MANAGEMENT LLC | 28,749 | $829,000 | 0.20% |
| Financial Network Wealth Management LLC | 7,196 | $208,000 | 0.13% |
| FLOW TRADERS U.S. LLC | 68,281 | $1,970,000 | 0.11% |
| Clearwater Capital Advisors, LLC | 16,950 | $489,000 | 0.07% |