ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 83 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $11,421 | -61.9% | 362 | -58.9% | 0.00% | – |
| Q1 2021 | $30,000 | +11.1% | 880 | 0.0% | 0.00% | – |
| Q4 2020 | $27,000 | +8.0% | 880 | 0.0% | 0.00% | – |
| Q3 2020 | $25,000 | 0.0% | 880 | 0.0% | 0.00% | – |
| Q2 2020 | $25,000 | +19.0% | 880 | 0.0% | 0.00% | – |
| Q1 2020 | $21,000 | -25.0% | 880 | 0.0% | 0.00% | – |
| Q4 2019 | $28,000 | +3.7% | 880 | 0.0% | 0.00% | – |
| Q3 2019 | $27,000 | -15.6% | 880 | -16.7% | 0.00% | – |
| Q2 2019 | $32,000 | +18.5% | 1,057 | +20.1% | 0.00% | – |
| Q1 2019 | $27,000 | 0.0% | 880 | 0.0% | 0.00% | – |
| Q4 2018 | $27,000 | -81.4% | 880 | -82.0% | 0.00% | -100.0% |
| Q3 2018 | $145,000 | -24.5% | 4,880 | -23.6% | 0.00% | 0.0% |
| Q2 2018 | $192,000 | +18.5% | 6,385 | +16.0% | 0.00% | 0.0% |
| Q1 2018 | $162,000 | -51.8% | 5,505 | -60.6% | 0.00% | -66.7% |
| Q2 2016 | $336,000 | – | 13,963 | – | 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% |