ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 78 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $202,000 | -14.0% | 5,615 | -13.0% | 0.00% | 0.0% |
| Q2 2021 | $235,000 | +5.4% | 6,454 | -1.0% | 0.00% | 0.0% |
| Q1 2021 | $223,000 | -4.3% | 6,519 | -12.8% | 0.00% | 0.0% |
| Q4 2020 | $233,000 | -91.8% | 7,476 | -92.7% | 0.00% | -90.0% |
| Q3 2020 | $2,853,000 | +56.0% | 102,441 | +57.5% | 0.01% | +42.9% |
| Q2 2020 | $1,829,000 | -47.8% | 65,028 | -56.2% | 0.01% | -56.2% |
| Q1 2020 | $3,507,000 | +1161.5% | 148,575 | +1595.5% | 0.02% | +1500.0% |
| Q4 2019 | $278,000 | +8.6% | 8,763 | +5.5% | 0.00% | 0.0% |
| Q3 2019 | $256,000 | +13.8% | 8,306 | +13.1% | 0.00% | 0.0% |
| Q2 2019 | $225,000 | +4.7% | 7,343 | -0.1% | 0.00% | 0.0% |
| Q1 2019 | $215,000 | -9.3% | 7,349 | -7.7% | 0.00% | 0.0% |
| Q4 2017 | $237,000 | – | 7,958 | – | 0.00% | – |
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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% |