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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,255,495 | +602.6% | 73,373 | +760.2% | 0.00% | – |
| Q4 2021 | $321,000 | -74.2% | 8,530 | -75.3% | 0.00% | -100.0% |
| Q3 2021 | $1,243,000 | +389.4% | 34,480 | +393.9% | 0.00% | – |
| Q2 2021 | $254,000 | -98.2% | 6,981 | -98.6% | 0.00% | -100.0% |
| Q3 2020 | $14,394,000 | +5.6% | 516,825 | +6.7% | 0.01% | 0.0% |
| Q2 2020 | $13,636,000 | -15.6% | 484,572 | -29.2% | 0.01% | -31.6% |
| Q1 2020 | $16,159,000 | +1.4% | 684,401 | +36.5% | 0.02% | +11.8% |
| Q4 2019 | $15,936,000 | +30.2% | 501,459 | +26.7% | 0.02% | +30.8% |
| Q3 2019 | $12,235,000 | +16.8% | 395,708 | +16.2% | 0.01% | 0.0% |
| Q2 2019 | $10,471,000 | +34.5% | 340,641 | +28.5% | 0.01% | +18.2% |
| Q1 2019 | $7,783,000 | +32.0% | 265,080 | +16.7% | 0.01% | +22.2% |
| Q4 2018 | $5,894,000 | +136.6% | 227,200 | +170.5% | 0.01% | +125.0% |
| Q3 2018 | $2,491,000 | -86.7% | 83,987 | -86.5% | 0.00% | -90.7% |
| Q2 2018 | $18,735,000 | +5.7% | 623,235 | +8.4% | 0.04% | -14.0% |
| Q1 2018 | $17,717,000 | +2568.2% | 575,010 | +2475.4% | 0.05% | +4900.0% |
| Q4 2017 | $664,000 | -95.5% | 22,327 | -95.4% | 0.00% | -97.1% |
| Q3 2017 | $14,682,000 | +36.3% | 487,599 | +32.7% | 0.04% | +16.7% |
| Q2 2017 | $10,772,000 | +646.5% | 367,496 | +631.2% | 0.03% | +500.0% |
| Q1 2017 | $1,443,000 | +1435.1% | 50,262 | +1320.2% | 0.01% | – |
| Q4 2016 | $94,000 | -5.1% | 3,539 | -11.5% | 0.00% | – |
| Q3 2016 | $99,000 | -84.4% | 3,999 | -84.8% | 0.00% | -100.0% |
| Q2 2016 | $633,000 | -13.6% | 26,283 | -12.6% | 0.00% | 0.0% |
| Q1 2016 | $733,000 | -28.0% | 30,083 | -23.7% | 0.00% | -40.0% |
| Q4 2015 | $1,018,000 | -69.4% | 39,439 | -70.6% | 0.01% | -70.6% |
| Q3 2015 | $3,325,000 | -16.6% | 134,061 | -6.9% | 0.02% | -10.5% |
| Q2 2015 | $3,988,000 | – | 144,023 | – | 0.02% | – |
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% |