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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,181 | -6.0% | 136 | 0.0% | 0.00% | – |
| Q2 2023 | $4,449 | +3.7% | 136 | 0.0% | 0.00% | – |
| Q1 2023 | $4,291 | +13.6% | 136 | 0.0% | 0.00% | – |
| Q4 2022 | $3,778 | -5.6% | 136 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | 0.0% | 136 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | -20.0% | 136 | 0.0% | 0.00% | – |
| Q1 2022 | $5,000 | 0.0% | 136 | 0.0% | 0.00% | – |
| Q4 2021 | $5,000 | 0.0% | 136 | 0.0% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 136 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | -99.9% | 136 | -50.0% | 0.00% | – |
| Q1 2021 | $9,314,000 | +232750.0% | 272 | +100.0% | 0.00% | – |
| Q4 2020 | $4,000 | -60.0% | 136 | -61.4% | 0.00% | – |
| Q3 2020 | $10,000 | +150.0% | 352 | +158.8% | 0.00% | – |
| Q2 2020 | $4,000 | -94.0% | 136 | -93.9% | 0.00% | -100.0% |
| Q3 2018 | $67,000 | -1.5% | 2,247 | -1.3% | 0.00% | -25.0% |
| Q2 2018 | $68,000 | +6.2% | 2,277 | +3.9% | 0.00% | 0.0% |
| Q1 2018 | $64,000 | -1.5% | 2,192 | +0.5% | 0.00% | -20.0% |
| Q4 2017 | $65,000 | 0.0% | 2,182 | 0.0% | 0.01% | -28.6% |
| Q3 2017 | $65,000 | +3.2% | 2,182 | +1.5% | 0.01% | 0.0% |
| Q2 2017 | $63,000 | +3.3% | 2,150 | 0.0% | 0.01% | -22.2% |
| Q1 2017 | $61,000 | +7.0% | 2,150 | 0.0% | 0.01% | -65.4% |
| Q4 2016 | $57,000 | – | 2,150 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Permanens Capital L.P. | 1,945,517 | $73,249,000 | 11.54% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 228,598 | $8,607,000 | 4.31% |
| Endowment Wealth Management, Inc. | 47,134 | $1,775,000 | 1.79% |
| Robertson Stephens Wealth Management, LLC | 342,441 | $12,892,000 | 1.08% |
| Sierra Capital LLC | 127,639 | $4,806,000 | 0.72% |
| M&R CAPITAL MANAGEMENT INC | 79,738 | $3,002,000 | 0.62% |
| Avidian Wealth Solutions, LLC | 257,420 | $9,692,000 | 0.60% |
| 55I, LLC | 307,414 | $11,574,000 | 0.30% |
| Psagot Value Holdings Ltd. / (Israel) | 36,676 | $1,381,000 | 0.26% |
| MA Private Wealth | 36,617 | $1,379,000 | 0.25% |