ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 75 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,986 | -1.3% | 165 | 0.0% | 0.00% | – |
| Q1 2024 | $6,067 | +10.4% | 165 | 0.0% | 0.00% | – |
| Q4 2023 | $5,494 | +8.3% | 165 | 0.0% | 0.00% | – |
| Q3 2023 | $5,072 | -6.0% | 165 | 0.0% | 0.00% | – |
| Q2 2023 | $5,397 | +3.7% | 165 | 0.0% | 0.00% | – |
| Q1 2023 | $5,206 | +13.6% | 165 | 0.0% | 0.00% | – |
| Q4 2022 | $4,584 | -3.7% | 165 | 0.0% | 0.00% | – |
| Q3 2022 | $4,761 | -7.9% | 165 | 0.0% | 0.00% | – |
| Q2 2022 | $5,171 | -54.9% | 165 | -50.7% | 0.00% | – |
| Q1 2022 | $11,467 | – | 335 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Permanens Capital L.P. | 1,861,768 | $67,135,000 | 12.17% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 170,536 | $6,150,000 | 3.26% |
| Robertson Stephens Wealth Management, LLC | 338,036 | $12,189,000 | 1.38% |
| Sierra Capital LLC | 127,348 | $4,812,000 | 0.81% |
| M&R CAPITAL MANAGEMENT INC | 88,119 | $3,177,000 | 0.72% |
| Avidian Wealth Solutions, LLC | 239,109 | $8,622,000 | 0.66% |
| 55I, LLC | 314,076 | $11,326,000 | 0.34% |
| MA Private Wealth | 36,434 | $1,314,000 | 0.26% |
| Psagot Value Holdings Ltd. | 36,661 | $1,322,000 | 0.23% |
| Psagot Value Holdings Ltd. / (Israel) | 36,661 | $1,322,000 | 0.23% |