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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $304,000 | +5.6% | 8,076 | +1.0% | 0.00% | 0.0% |
| Q3 2021 | $288,000 | +19.5% | 7,994 | +20.6% | 0.00% | 0.0% |
| Q2 2021 | $241,000 | -66.7% | 6,627 | -74.5% | 0.00% | -77.8% |
| Q3 2020 | $723,000 | +2.7% | 25,947 | +3.7% | 0.01% | 0.0% |
| Q2 2020 | $704,000 | -11.4% | 25,027 | -25.6% | 0.01% | -35.7% |
| Q1 2020 | $795,000 | +22.7% | 33,657 | +65.1% | 0.01% | +55.6% |
| Q4 2019 | $648,000 | +46.3% | 20,390 | +42.3% | 0.01% | +28.6% |
| Q3 2019 | $443,000 | +21.7% | 14,325 | +21.1% | 0.01% | +40.0% |
| Q2 2019 | $364,000 | -4.0% | 11,831 | -8.2% | 0.01% | -16.7% |
| Q1 2019 | $379,000 | +53.4% | 12,892 | +35.6% | 0.01% | +50.0% |
| Q4 2018 | $247,000 | -15.7% | 9,508 | -3.6% | 0.00% | -20.0% |
| Q3 2018 | $293,000 | -87.7% | 9,867 | -87.6% | 0.01% | -90.4% |
| Q2 2018 | $2,391,000 | +37.0% | 79,541 | +33.8% | 0.05% | +40.5% |
| Q1 2018 | $1,745,000 | -56.7% | 59,468 | -55.5% | 0.04% | -55.4% |
| Q3 2017 | $4,026,000 | +1903.0% | 133,710 | +1845.7% | 0.08% | +1975.0% |
| Q2 2017 | $201,000 | – | 6,872 | – | 0.00% | – |
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% |