ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 73 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $229,000 | -8.4% | 7,300 | 0.0% | 0.07% | +7.9% |
| Q1 2022 | $250,000 | -9.1% | 7,300 | 0.0% | 0.06% | -11.3% |
| Q4 2021 | $275,000 | +4.6% | 7,300 | 0.0% | 0.07% | -4.1% |
| Q3 2021 | $263,000 | +6.0% | 7,300 | +7.4% | 0.07% | +8.8% |
| Q2 2021 | $248,000 | +6.4% | 6,800 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $233,000 | +9.9% | 6,800 | 0.0% | 0.07% | +1.5% |
| Q4 2020 | $212,000 | +1.0% | 6,800 | +3.0% | 0.07% | -22.1% |
| Q4 2019 | $210,000 | -0.9% | 6,600 | -3.6% | 0.09% | -4.4% |
| Q3 2019 | $212,000 | +0.5% | 6,850 | 0.0% | 0.09% | 0.0% |
| Q2 2019 | $211,000 | +5.0% | 6,850 | 0.0% | 0.09% | -1.1% |
| Q1 2019 | $201,000 | -1.0% | 6,850 | 0.0% | 0.09% | +16.7% |
| Q3 2018 | $203,000 | -1.5% | 6,850 | 0.0% | 0.08% | -8.2% |
| Q2 2018 | $206,000 | -1.4% | 6,850 | -3.9% | 0.08% | -21.3% |
| Q1 2018 | $209,000 | -1.9% | 7,130 | 0.0% | 0.11% | +25.6% |
| Q4 2017 | $213,000 | -0.9% | 7,130 | 0.0% | 0.09% | -4.4% |
| Q3 2017 | $215,000 | +2.9% | 7,130 | 0.0% | 0.09% | +5.9% |
| Q2 2017 | $209,000 | +2.5% | 7,130 | 0.0% | 0.08% | +13.3% |
| Q1 2017 | $204,000 | -3.8% | 7,130 | -16.6% | 0.08% | -25.7% |
| Q3 2015 | $212,000 | – | 8,550 | – | 0.10% | – |
Download | ||||||
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% |