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 | $218 | -7.2% | 7,196 | 0.0% | 0.11% | -2.8% |
| Q2 2023 | $235 | -99.9% | 7,196 | 0.0% | 0.11% | -2.7% |
| Q1 2023 | $227,034 | +9.2% | 7,196 | 0.0% | 0.11% | -13.8% |
| Q3 2022 | $208,000 | -8.0% | 7,196 | 0.0% | 0.13% | -3.7% |
| Q2 2022 | $226,000 | -8.1% | 7,196 | 0.0% | 0.14% | +5.5% |
| Q1 2022 | $246,000 | -9.2% | 7,196 | 0.0% | 0.13% | -6.6% |
| Q4 2021 | $271,000 | +4.6% | 7,196 | 0.0% | 0.14% | -7.4% |
| Q3 2021 | $259,000 | – | 7,196 | – | 0.15% | – |
Download | ||||||
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% |