ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 56 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1 | -100.0% | 38 | -84.9% | 0.00% | – |
| Q4 2018 | $7,000 | -22.2% | 251 | -19.3% | 0.00% | – |
| Q3 2018 | $9,000 | -18.2% | 311 | -15.5% | 0.00% | – |
| Q2 2018 | $11,000 | +266.7% | 368 | +247.2% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 106 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | -50.0% | 106 | -47.5% | 0.00% | – |
| Q3 2017 | $6,000 | -71.4% | 202 | -72.4% | 0.00% | -100.0% |
| Q1 2017 | $21,000 | +425.0% | 732 | +401.4% | 0.00% | – |
| Q3 2015 | $4,000 | – | 146 | – | 0.00% | – |
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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% |