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 2022 | $18,000 | -10.0% | 530 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $20,000 | +5.3% | 530 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $19,000 | 0.0% | 530 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $19,000 | +5.6% | 530 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $18,000 | +5.9% | 530 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $17,000 | +13.3% | 530 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $15,000 | 0.0% | 530 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $15,000 | +15.4% | 530 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $13,000 | -23.5% | 530 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $17,000 | +6.2% | 530 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $16,000 | 0.0% | 530 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $16,000 | 0.0% | 530 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $16,000 | +14.3% | 530 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $14,000 | -12.5% | 530 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $16,000 | 0.0% | 530 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $16,000 | 0.0% | 530 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $16,000 | 0.0% | 530 | +0.4% | 0.00% | 0.0% |
| Q4 2017 | $16,000 | 0.0% | 528 | 0.0% | 0.00% | -25.0% |
| Q3 2017 | $16,000 | +6.7% | 528 | +1.5% | 0.00% | +33.3% |
| Q2 2017 | $15,000 | 0.0% | 520 | 0.0% | 0.00% | -25.0% |
| Q1 2017 | $15,000 | +7.1% | 520 | 0.0% | 0.00% | +33.3% |
| Q4 2016 | $14,000 | +7.7% | 520 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $13,000 | 0.0% | 520 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $13,000 | 0.0% | 520 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $13,000 | 0.0% | 520 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $13,000 | 0.0% | 520 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $13,000 | -7.1% | 520 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $14,000 | – | 520 | – | 0.00% | – |
Download | ||||||
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% |