ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 62 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13 | -13.3% | 433 | 0.0% | 0.00% | -33.3% |
| Q2 2023 | $15 | +7.1% | 433 | 0.0% | 0.00% | +50.0% |
| Q1 2023 | $14 | +7.7% | 433 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13 | -99.9% | 433 | -44.5% | 0.00% | -60.0% |
| Q3 2022 | $24,000 | 0.0% | 780 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $24,000 | -11.1% | 780 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $27,000 | -6.9% | 780 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $29,000 | +3.6% | 780 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $28,000 | 0.0% | 780 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $28,000 | – | 780 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 1,672,449 | $49,856,000 | 18.64% |
| Permanens Capital L.P. | 807,787 | $24,080,000 | 8.92% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 209,509 | $6,245,000 | 5.98% |
| TLWM | 224,035 | $6,678,000 | 5.19% |
| Cornerstone Advisory, LLC | 271,790 | $8,102,000 | 2.78% |
| M&R CAPITAL MANAGEMENT INC | 336,022 | $10,016,000 | 2.32% |
| GM Advisory Group, LLC | 202,952 | $6,050,000 | 1.65% |
| STEEL GROVE CAPITAL ADVISORS, LLC | 274,892 | $8,230,000 | 1.24% |
| UBP Investment Advisors SA | 35,028 | $1,044,000 | 1.23% |
| Miracle Mile Advisors, LLC | 250,754 | $7,475,000 | 1.21% |