ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 56 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $915,000 | +4.8% | 29,750 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $873,000 | +13.1% | 29,750 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $772,000 | -12.5% | 29,750 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $882,000 | -1.3% | 29,750 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $894,000 | +2.4% | 29,750 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $873,000 | -5.2% | 29,750 | -3.7% | 0.01% | 0.0% |
| Q4 2017 | $921,000 | +2.8% | 30,882 | +3.8% | 0.01% | 0.0% |
| Q3 2017 | $896,000 | +2.8% | 29,750 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $872,000 | +2.2% | 29,750 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $853,000 | +7.8% | 29,750 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $791,000 | +5.7% | 29,750 | -1.4% | 0.01% | 0.0% |
| Q3 2016 | $748,000 | +4.5% | 30,164 | +1.4% | 0.01% | 0.0% |
| Q2 2016 | $716,000 | – | 29,750 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Permanens Capital L.P. | 995,122 | $30,590,050 | 5.23% |
| Robertson Stephens Wealth Management, LLC | 341,178 | $10,487,812 | 0.71% |
| Connecticut Wealth Management, LLC | 182,270 | $5,602,976 | 0.38% |
| BARINGS LLC | 257,688 | $7,921,329 | 0.27% |
| DIMENSION CAPITAL MANAGEMENT LLC | 24,055 | $739,451 | 0.17% |
| Financial Network Wealth Management LLC | 7,196 | $218 | 0.11% |
| Coppell Advisory Solutions LLC | 6,246 | $173,514 | 0.06% |
| Prospera Financial Services Inc | 47,803 | $1,469,376 | 0.06% |
| WFA of San Diego, LLC | 1,005 | $30,894 | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 694,914 | $21,361,857 | 0.03% |