ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 91 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $35,719 | +148729.2% | 1,092 | +27.6% | 0.00% | 0.0% |
| Q4 2022 | $24 | -99.9% | 856 | -40.0% | 0.00% | 0.0% |
| Q2 2022 | $45,000 | +4400.0% | 1,426 | +3378.0% | 0.00% | – |
| Q1 2022 | $1,000 | -90.0% | 41 | -86.6% | 0.00% | – |
| Q1 2021 | $10,000 | -77.8% | 305 | -79.1% | 0.00% | -100.0% |
| Q4 2020 | $45,000 | +1400.0% | 1,458 | +1358.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | -97.8% | 100 | -97.9% | 0.00% | -100.0% |
| Q1 2019 | $139,000 | +892.9% | 4,723 | +768.2% | 0.01% | +700.0% |
| Q4 2018 | $14,000 | -53.3% | 544 | -45.6% | 0.00% | -50.0% |
| Q3 2018 | $30,000 | -61.5% | 1,000 | -61.5% | 0.00% | -50.0% |
| Q2 2018 | $78,000 | +550.0% | 2,600 | +550.0% | 0.00% | +300.0% |
| Q1 2018 | $12,000 | +140.0% | 400 | +100.0% | 0.00% | – |
| Q3 2016 | $5,000 | -96.8% | 200 | -96.9% | 0.00% | -100.0% |
| Q1 2016 | $157,000 | – | 6,462 | – | 0.02% | – |
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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% |