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%.
| 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% |
| Roundview Capital LLC | 7,587 | $233,225 | 0.02% |
| Vident Advisory, LLC | 18,964 | $582,953 | 0.02% |
| Sage Mountain Advisors LLC | 4,183 | $128,585 | 0.02% |
| NewEdge Advisors, LLC | 51,976 | $1,597,736 | 0.02% |
| Kestra Advisory Services, LLC | 60,725 | $1,866,687 | 0.02% |
| HighTower Advisors, LLC | 278,782 | $8,570,000 | 0.02% |
| OLD MISSION CAPITAL LLC | 22,799 | $700,841 | 0.02% |
| Diversified Trust Co | 14,160 | $435,278 | 0.02% |
| EMFO, LLC | 500 | $15,370 | 0.01% |
| Addison Advisors LLC | 790 | $24,285 | 0.01% |
External links
This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.