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 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 ↓ |
|---|---|---|---|
| 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% |