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 ↓ |
|---|---|---|---|
| Orgel Wealth Management, LLC | 1,544,279 | $39,873,000 | 34.07% |
| Permanens Capital L.P. | 829,697 | $21,423,000 | 9.02% |
| Cornerstone Advisory, LLC | 305,848 | $7,897,000 | 6.80% |
| AGILIS PARTNERS LLC | 295,424 | $7,628,000 | 6.60% |
| HARVEST CAPITAL MANAGEMENT INC | 511,058 | $13,196,000 | 6.00% |
| STEEL GROVE CAPITAL ADVISORS, LLC | 826,512 | $21,376,000 | 5.29% |
| Litman Gregory Wealth Management LLC | 174,549 | $4,507,000 | 3.25% |
| TELEMUS CAPITAL, LLC | 447,278 | $11,549,000 | 3.12% |
| Richard C. Young & CO., LTD. | 461,030 | $11,904,000 | 2.71% |
| Efficient Market Advisors, LLC | 246,571 | $6,366,000 | 1.37% |