ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 72 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $74,000 | +270.0% | 2,044 | +247.0% | 0.02% | +275.0% |
| Q1 2021 | $20,000 | -99.8% | 589 | -99.9% | 0.00% | -99.9% |
| Q4 2020 | $12,555,000 | +16.2% | 402,523 | +3.8% | 2.83% | -4.1% |
| Q3 2020 | $10,801,000 | +392.7% | 387,812 | +361.2% | 2.95% | +195.3% |
| Q4 2018 | $2,192,000 | – | 84,080 | – | 1.00% | – |
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% |