ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 93 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 219,896 | $6,345,000 | 3.84% |
| Permanens Capital L.P. | 300,007 | $8,657,000 | 1.95% |
| Endowment Wealth Management, Inc. | 50,330 | $1,452,000 | 1.76% |
| Robertson Stephens Wealth Management, LLC | 329,205 | $9,499,000 | 0.99% |
| Psagot Value Holdings Ltd. / (Israel) | 55,257 | $1,594,000 | 0.45% |
| 55I, LLC | 299,935 | $8,655,000 | 0.24% |
| DIMENSION CAPITAL MANAGEMENT LLC | 28,749 | $829,000 | 0.20% |
| Financial Network Wealth Management LLC | 7,196 | $208,000 | 0.13% |
| FLOW TRADERS U.S. LLC | 68,281 | $1,970,000 | 0.11% |
| Clearwater Capital Advisors, LLC | 16,950 | $489,000 | 0.07% |