ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 74 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q3 2020 | $5,000 | -86.1% | 184 | -86.8% | 0.00% | -100.0% |
| Q4 2018 | $36,000 | -14.3% | 1,395 | -0.9% | 0.00% | 0.0% |
| Q3 2018 | $42,000 | -2.3% | 1,408 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $43,000 | -27.1% | 1,408 | -30.1% | 0.00% | -40.0% |
| Q1 2018 | $59,000 | +96.7% | 2,014 | +102.0% | 0.01% | +66.7% |
| Q4 2017 | $30,000 | -21.1% | 997 | -21.6% | 0.00% | -25.0% |
| Q3 2017 | $38,000 | +2.7% | 1,272 | 0.0% | 0.00% | -20.0% |
| Q2 2017 | $37,000 | +5.7% | 1,272 | +4.1% | 0.01% | 0.0% |
| Q1 2017 | $35,000 | +25.0% | 1,222 | +7.7% | 0.01% | 0.0% |
| Q3 2016 | $28,000 | -37.8% | 1,135 | -39.0% | 0.01% | -50.0% |
| Q2 2016 | $45,000 | -81.7% | 1,861 | -81.6% | 0.01% | -85.1% |
| Q1 2016 | $246,000 | +30.2% | 10,111 | +38.4% | 0.07% | +9.8% |
| Q4 2015 | $189,000 | – | 7,306 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Permanens Capital L.P. | 995,122 | $30,590,050 | 5.23% |
| Robertson Stephens Wealth Management, LLC | 341,178 | $10,487,812 | 0.71% |
| Connecticut Wealth Management, LLC | 182,270 | $5,602,976 | 0.38% |
| BARINGS LLC | 257,688 | $7,921,329 | 0.27% |
| DIMENSION CAPITAL MANAGEMENT LLC | 24,055 | $739,451 | 0.17% |
| Financial Network Wealth Management LLC | 7,196 | $218 | 0.11% |
| Coppell Advisory Solutions LLC | 6,246 | $173,514 | 0.06% |
| Prospera Financial Services Inc | 47,803 | $1,469,376 | 0.06% |
| WFA of San Diego, LLC | 1,005 | $30,894 | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 694,914 | $21,361,857 | 0.03% |