ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 62 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,529 | +8.3% | 136 | 0.0% | 0.00% | – |
| 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 ↓ |
|---|---|---|---|
| Orgel Wealth Management, LLC | 1,544,279 | $39,873,000 | 34.07% |
| Permanens Capital L.P. | 829,697 | $21,423,000 | 9.02% |
| Cornerstone Advisory, LLC | 305,848 | $7,897,000 | 6.80% |
| AGILIS PARTNERS LLC | 295,424 | $7,628,000 | 6.60% |
| HARVEST CAPITAL MANAGEMENT INC | 511,058 | $13,196,000 | 6.00% |
| STEEL GROVE CAPITAL ADVISORS, LLC | 826,512 | $21,376,000 | 5.29% |
| Litman Gregory Wealth Management LLC | 174,549 | $4,507,000 | 3.25% |
| TELEMUS CAPITAL, LLC | 447,278 | $11,549,000 | 3.12% |
| Richard C. Young & CO., LTD. | 461,030 | $11,904,000 | 2.71% |
| Efficient Market Advisors, LLC | 246,571 | $6,366,000 | 1.37% |