ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 56 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,748,853 | +20.4% | 62,954 | +25.1% | 1.92% | +9.3% |
| Q3 2022 | $1,452,000 | +1.7% | 50,330 | +10.4% | 1.76% | +2.4% |
| Q2 2022 | $1,428,000 | -2.4% | 45,579 | +6.6% | 1.72% | +11.8% |
| Q1 2022 | $1,463,000 | -17.6% | 42,751 | -9.3% | 1.54% | -14.3% |
| Q4 2021 | $1,775,000 | – | 47,134 | – | 1.79% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Permanens Capital L.P. | 902,618 | $28,152,000 | 5.92% |
| Evolution Wealth Advisors, LLC | 402,523 | $12,555,000 | 2.83% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 135,112 | $4,214,000 | 2.50% |
| Robertson Stephens Wealth Management, LLC | 316,078 | $9,858,000 | 2.06% |
| M&R CAPITAL MANAGEMENT INC | 216,435 | $6,752,000 | 1.54% |
| 55I, LLC | 266,796 | $8,321,000 | 0.62% |
| Conservest Capital Advisors, Inc. | 94,584 | $2,950,000 | 0.35% |
| MA Private Wealth | 36,897 | $1,151,000 | 0.26% |
| DIMENSION CAPITAL MANAGEMENT LLC | 28,749 | $897,000 | 0.26% |
| UBP Investment Advisors SA | 14,765 | $461,000 | 0.24% |