ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 87 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $2,356,000 | -42.6% | 78,363 | -45.3% | 0.07% | -62.6% |
| Q1 2017 | $4,107,000 | -24.3% | 143,203 | -31.9% | 0.18% | -58.6% |
| Q4 2015 | $5,427,000 | -50.8% | 210,178 | -52.7% | 0.44% | -55.2% |
| Q3 2015 | $11,024,000 | +12.8% | 444,523 | +25.9% | 0.98% | +10.0% |
| Q2 2015 | $9,775,000 | +8.4% | 353,022 | +13.8% | 0.89% | +9.2% |
| Q1 2015 | $9,017,000 | – | 310,083 | – | 0.82% | – |
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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% |