ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 93 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $5,000 | -16.7% | 200 | 0.0% | 0.00% | – |
| Q4 2019 | $6,000 | -98.9% | 200 | -98.9% | 0.00% | -100.0% |
| Q2 2018 | $551,000 | +2.4% | 18,328 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $538,000 | -1.5% | 18,328 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $546,000 | -1.1% | 18,328 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $552,000 | +2.8% | 18,328 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $537,000 | +2.1% | 18,328 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $526,000 | +7.8% | 18,328 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $488,000 | +7.5% | 18,328 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $454,000 | +2.9% | 18,328 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $441,000 | -1.1% | 18,328 | 0.0% | 0.00% | -33.3% |
| Q1 2016 | $446,000 | -5.7% | 18,328 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $473,000 | – | 18,328 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 1,700,145 | $51,106,000 | 19.51% |
| Permanens Capital L.P. | 571,146 | $17,169,000 | 6.51% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 210,045 | $6,314,000 | 5.77% |
| QUATTRO FINANCIAL ADVISORS LLC | 306,049 | $9,108,018,000 | 4.51% |
| Donald L. Hagan, LLC | 112,007 | $3,367,000 | 2.72% |
| Cornerstone Advisory, LLC | 269,446 | $8,100,000 | 2.67% |
| M&R CAPITAL MANAGEMENT INC | 315,234 | $9,475,000 | 2.18% |
| UBP Investment Advisors SA | 46,609 | $1,391,000 | 1.64% |
| LFA - Lugano Financial Advisors SA | 44,816 | $1,338,000 | 1.28% |
| STEEL GROVE CAPITAL ADVISORS, LLC | 243,258 | $7,312,000 | 1.17% |