ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 91 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $4,245,000 | -40.5% | 144,700 | -39.1% | 0.03% | -93.4% |
| Q4 2017 | $7,132,000 | -15.7% | 237,500 | -16.0% | 0.42% | -26.2% |
| Q3 2017 | $8,456,000 | +136.1% | 282,800 | +131.5% | 0.58% | +37.1% |
| Q2 2017 | $3,581,000 | +134.2% | 122,185 | +129.1% | 0.42% | +132.0% |
| Q1 2017 | $1,529,000 | +29.0% | 53,326 | +19.7% | 0.18% | +26.6% |
| Q4 2016 | $1,185,000 | -23.2% | 44,566 | -28.4% | 0.14% | -17.8% |
| Q3 2016 | $1,543,000 | +146.5% | 62,256 | +139.4% | 0.17% | +67.3% |
| Q2 2016 | $626,000 | – | 26,000 | – | 0.10% | – |
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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% |