ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 68 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,925,000 | -8.4% | 125,239 | 0.0% | 0.71% | +5.0% |
| Q1 2022 | $4,287,000 | -10.8% | 125,239 | -1.9% | 0.68% | -5.5% |
| Q4 2021 | $4,806,000 | -0.1% | 127,639 | +0.2% | 0.72% | -11.6% |
| Q3 2021 | $4,812,000 | +3.9% | 127,348 | +0.2% | 0.81% | -5.8% |
| Q2 2021 | $4,631,000 | +6.4% | 127,096 | 0.0% | 0.86% | +5.3% |
| Q1 2021 | $4,352,000 | – | 127,096 | – | 0.82% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 219,896 | $6,345,000 | 3.84% |
| Permanens Capital L.P. | 300,007 | $8,657,000 | 1.95% |
| Endowment Wealth Management, Inc. | 50,330 | $1,452,000 | 1.76% |
| Robertson Stephens Wealth Management, LLC | 329,205 | $9,499,000 | 0.99% |
| Psagot Value Holdings Ltd. / (Israel) | 55,257 | $1,594,000 | 0.45% |
| 55I, LLC | 299,935 | $8,655,000 | 0.24% |
| DIMENSION CAPITAL MANAGEMENT LLC | 28,749 | $829,000 | 0.20% |
| Financial Network Wealth Management LLC | 7,196 | $208,000 | 0.13% |
| FLOW TRADERS U.S. LLC | 68,281 | $1,970,000 | 0.11% |
| Clearwater Capital Advisors, LLC | 16,950 | $489,000 | 0.07% |