ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 81 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $961,000 | +19.7% | 34,501 | +20.9% | 0.03% | +6.7% |
| Q2 2020 | $803,000 | -21.0% | 28,546 | -33.6% | 0.03% | -65.1% |
| Q1 2020 | $1,016,000 | -7.0% | 43,019 | +25.0% | 0.09% | +91.1% |
| Q4 2019 | $1,093,000 | +22.5% | 34,404 | +19.3% | 0.04% | +7.1% |
| Q3 2019 | $892,000 | +9.7% | 28,833 | +9.0% | 0.04% | -53.8% |
| Q2 2019 | $813,000 | +7.1% | 26,453 | +3.8% | 0.09% | +116.7% |
| Q1 2019 | $759,000 | +22.4% | 25,481 | +10.3% | 0.04% | -55.8% |
| Q4 2018 | $620,000 | +16.5% | 23,112 | +29.3% | 0.10% | +11.8% |
| Q3 2018 | $532,000 | -0.4% | 17,872 | +0.6% | 0.08% | -9.6% |
| Q2 2018 | $534,000 | +7.7% | 17,770 | +3.4% | 0.09% | -14.5% |
| Q1 2018 | $496,000 | +114.7% | 17,185 | +122.4% | 0.11% | +83.3% |
| Q4 2017 | $231,000 | – | 7,726 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 1,672,449 | $49,856,000 | 18.64% |
| Permanens Capital L.P. | 807,787 | $24,080,000 | 8.92% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 209,509 | $6,245,000 | 5.98% |
| TLWM | 224,035 | $6,678,000 | 5.19% |
| Cornerstone Advisory, LLC | 271,790 | $8,102,000 | 2.78% |
| M&R CAPITAL MANAGEMENT INC | 336,022 | $10,016,000 | 2.32% |
| GM Advisory Group, LLC | 202,952 | $6,050,000 | 1.65% |
| STEEL GROVE CAPITAL ADVISORS, LLC | 274,892 | $8,230,000 | 1.24% |
| UBP Investment Advisors SA | 35,028 | $1,044,000 | 1.23% |
| Miracle Mile Advisors, LLC | 250,754 | $7,475,000 | 1.21% |