ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 94 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $5,616,000 | +2.7% | 186,500 | 0.0% | 0.39% | +3.7% |
| Q2 2017 | $5,466,000 | -35.0% | 186,500 | -36.3% | 0.38% | -34.0% |
| Q1 2017 | $8,403,000 | +7.8% | 293,000 | 0.0% | 0.58% | +9.1% |
| Q4 2016 | $7,794,000 | -12.7% | 293,000 | -18.6% | 0.53% | -10.7% |
| Q3 2016 | $8,924,000 | +1.6% | 360,000 | -1.4% | 0.59% | -1.0% |
| Q2 2016 | $8,786,000 | -1.1% | 365,000 | 0.0% | 0.60% | -5.7% |
| Q1 2016 | $8,888,000 | -30.5% | 365,000 | -26.3% | 0.63% | -27.7% |
| Q4 2015 | $12,781,000 | – | 495,000 | – | 0.88% | – |
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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% |