ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 62 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $24,173 | +3.7% | 739 | 0.0% | 0.00% | – |
| Q1 2023 | $23,316 | +13.6% | 739 | 0.0% | 0.00% | – |
| Q4 2022 | $20,529 | -2.2% | 739 | 0.0% | 0.00% | – |
| Q3 2022 | $21,000 | -8.7% | 739 | 0.0% | 0.00% | – |
| Q2 2022 | $23,000 | -8.0% | 739 | 0.0% | 0.00% | – |
| Q1 2022 | $25,000 | -10.7% | 739 | 0.0% | 0.00% | – |
| Q4 2021 | $28,000 | +3.7% | 739 | 0.0% | 0.00% | – |
| Q3 2021 | $27,000 | 0.0% | 739 | 0.0% | 0.00% | – |
| Q2 2021 | $27,000 | +8.0% | 739 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $25,000 | +8.7% | 739 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $23,000 | +9.5% | 739 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $21,000 | +23.5% | 739 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $17,000 | -26.1% | 739 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $23,000 | 0.0% | 739 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $23,000 | 0.0% | 739 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $23,000 | +4.5% | 739 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $22,000 | +15.8% | 739 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -13.6% | 739 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $22,000 | 0.0% | 739 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $22,000 | 0.0% | 739 | 0.0% | 0.00% | -50.0% |
| Q1 2018 | $22,000 | 0.0% | 739 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $22,000 | 0.0% | 739 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $22,000 | 0.0% | 739 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $22,000 | +4.8% | 739 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $21,000 | – | 739 | – | 0.00% | – |
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% |