ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 103 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $356,000 | -94.2% | 12,119 | -94.8% | 0.23% | -73.2% |
| Q4 2018 | $6,096,000 | -14.0% | 233,748 | -2.2% | 0.86% | -12.9% |
| Q3 2018 | $7,089,000 | -3.0% | 239,003 | -1.7% | 0.99% | -15.7% |
| Q2 2018 | $7,312,000 | +1.5% | 243,258 | -1.0% | 1.17% | +3.9% |
| Q1 2018 | $7,207,000 | -12.4% | 245,631 | -10.6% | 1.13% | -8.8% |
| Q4 2017 | $8,230,000 | -0.6% | 274,892 | -0.0% | 1.24% | -17.1% |
| Q3 2017 | $8,280,000 | -21.4% | 275,005 | -23.5% | 1.49% | -20.1% |
| Q2 2017 | $10,538,000 | +10.6% | 359,549 | +8.2% | 1.87% | +11.1% |
| Q1 2017 | $9,532,000 | -19.0% | 332,343 | -24.4% | 1.68% | -28.6% |
| Q4 2016 | $11,771,000 | -68.5% | 439,722 | -70.9% | 2.36% | -72.1% |
| Q3 2016 | $37,403,000 | -6.7% | 1,508,775 | -9.4% | 8.45% | -14.4% |
| Q2 2016 | $40,094,000 | -1.9% | 1,665,710 | -0.8% | 9.88% | -4.9% |
| Q1 2016 | $40,887,000 | +91.3% | 1,679,141 | +103.2% | 10.39% | +96.6% |
| Q4 2015 | $21,376,000 | – | 826,512 | – | 5.29% | – |
Download | ||||||
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% |