ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 64 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $515 | +10.5% | 14 | 0.0% | 0.00% | – |
| Q4 2023 | $466 | +8.4% | 14 | 0.0% | 0.00% | – |
| Q3 2023 | $430 | -98.8% | 14 | -97.6% | 0.00% | – |
| Q2 2023 | $34,622 | +7733.0% | 581 | +4050.0% | 0.00% | – |
| Q1 2023 | $442 | +13.6% | 14 | 0.0% | 0.00% | – |
| Q4 2022 | $389 | -97.7% | 14 | -97.6% | 0.00% | – |
| Q3 2022 | $17,000 | +112.5% | 573 | +151.3% | 0.00% | – |
| Q1 2022 | $8,000 | -85.2% | 228 | -84.0% | 0.00% | – |
| Q4 2021 | $54,000 | +80.0% | 1,426 | +68.8% | 0.00% | – |
| Q3 2021 | $30,000 | +25.0% | 845 | +28.2% | 0.00% | – |
| Q2 2021 | $24,000 | -11.1% | 659 | -17.6% | 0.00% | – |
| Q1 2021 | $27,000 | +58.8% | 800 | +50.9% | 0.00% | – |
| Q4 2020 | $17,000 | +1600.0% | 530 | +813.8% | 0.00% | – |
| Q1 2020 | $1,000 | – | 58 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Permanens Capital L.P. | 1,861,768 | $67,135,000 | 12.17% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 170,536 | $6,150,000 | 3.26% |
| Robertson Stephens Wealth Management, LLC | 338,036 | $12,189,000 | 1.38% |
| Sierra Capital LLC | 127,348 | $4,812,000 | 0.81% |
| M&R CAPITAL MANAGEMENT INC | 88,119 | $3,177,000 | 0.72% |
| Avidian Wealth Solutions, LLC | 239,109 | $8,622,000 | 0.66% |
| 55I, LLC | 314,076 | $11,326,000 | 0.34% |
| MA Private Wealth | 36,434 | $1,314,000 | 0.26% |
| Psagot Value Holdings Ltd. | 36,661 | $1,322,000 | 0.23% |
| Psagot Value Holdings Ltd. / (Israel) | 36,661 | $1,322,000 | 0.23% |