ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 79 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,947 | -6.0% | 226 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,392 | +3.7% | 226 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,130 | +13.6% | 226 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,278 | -10.3% | 226 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | 0.0% | 226 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -12.5% | 226 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | -11.1% | 226 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $9,000 | – | 226 | – | 0.00% | – |
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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% |