ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 60 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,882 | -6.0% | 354 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $11,579 | +1.7% | 354 | 0.0% | 0.01% | -16.7% |
Q1 2023 | $11,385 | +15.8% | 354 | 0.0% | 0.01% | +20.0% |
Q4 2022 | $9,834 | -1.7% | 354 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $10,000 | -16.7% | 354 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $12,000 | -7.7% | 354 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $13,000 | 0.0% | 354 | 0.0% | 0.01% | -16.7% |
Q3 2021 | $13,000 | 0.0% | 354 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $13,000 | -23.5% | 354 | -29.1% | 0.01% | -25.0% |
Q1 2021 | $17,000 | +6.2% | 499 | 0.0% | 0.01% | -11.1% |
Q4 2020 | $16,000 | +6.7% | 499 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $15,000 | – | 499 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hamilton Capital, LLC | 1,672,449 | $49,856,000 | 18.64% |
Permanens Capital L.P. | 807,787 | $24,080,000 | 8.92% |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 209,509 | $6,245,000 | 5.98% |
TLWM | 224,035 | $6,678,000 | 5.19% |
Cornerstone Advisory, LLC | 271,790 | $8,102,000 | 2.78% |
M&R CAPITAL MANAGEMENT INC | 336,022 | $10,016,000 | 2.32% |
GM Advisory Group, LLC | 202,952 | $6,050,000 | 1.65% |
STEEL GROVE CAPITAL ADVISORS, LLC | 274,892 | $8,230,000 | 1.24% |
UBP Investment Advisors SA | 35,028 | $1,044,000 | 1.23% |
Miracle Mile Advisors, LLC | 250,754 | $7,475,000 | 1.21% |