ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 93 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $372,000 | +9.4% | 11,695 | +6.3% | 0.00% | 0.0% |
| Q3 2019 | $340,000 | +43.5% | 10,997 | +42.7% | 0.00% | 0.0% |
| Q2 2019 | $237,000 | +9.2% | 7,708 | +4.2% | 0.00% | 0.0% |
| Q1 2019 | $217,000 | +6.9% | 7,396 | -4.6% | 0.00% | 0.0% |
| Q4 2018 | $203,000 | -6.9% | 7,755 | +5.8% | 0.00% | 0.0% |
| Q3 2018 | $218,000 | -69.1% | 7,327 | -69.5% | 0.00% | -71.4% |
| Q2 2018 | $705,000 | 0.0% | 24,014 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $705,000 | +56.0% | 24,014 | +58.6% | 0.01% | +75.0% |
| Q4 2017 | $452,000 | -53.7% | 15,138 | -53.3% | 0.00% | -63.6% |
| Q3 2017 | $976,000 | -3.2% | 32,433 | -5.7% | 0.01% | -8.3% |
| Q2 2017 | $1,008,000 | +59.7% | 34,386 | +56.1% | 0.01% | +50.0% |
| Q1 2017 | $631,000 | +99.1% | 22,025 | +84.8% | 0.01% | +100.0% |
| Q4 2016 | $317,000 | +107.2% | 11,919 | +92.6% | 0.00% | +100.0% |
| Q3 2016 | $153,000 | -43.3% | 6,190 | -44.9% | 0.00% | -50.0% |
| Q2 2016 | $270,000 | -81.4% | 11,233 | -81.2% | 0.00% | -84.6% |
| Q1 2016 | $1,455,000 | +38.3% | 59,834 | +46.2% | 0.03% | +36.8% |
| Q4 2015 | $1,052,000 | +31.5% | 40,932 | +26.9% | 0.02% | +18.8% |
| Q3 2015 | $800,000 | +42.3% | 32,256 | +59.1% | 0.02% | +60.0% |
| Q2 2015 | $562,000 | +2576.2% | 20,272 | +2723.4% | 0.01% | – |
| Q1 2015 | $21,000 | – | 718 | – | 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% |