ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 105 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $619,000 | +13.2% | 21,075 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $547,000 | -12.5% | 21,075 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $625,000 | -39.4% | 21,075 | -38.6% | 0.00% | -40.0% |
| Q2 2018 | $1,032,000 | +4.5% | 34,330 | +1.9% | 0.01% | +25.0% |
| Q1 2018 | $988,000 | +4.8% | 33,675 | +6.5% | 0.00% | 0.0% |
| Q4 2017 | $943,000 | +6.4% | 31,625 | +7.5% | 0.00% | 0.0% |
| Q3 2017 | $886,000 | +1.0% | 29,420 | -1.7% | 0.00% | 0.0% |
| Q2 2017 | $877,000 | +5.0% | 29,920 | +2.8% | 0.00% | +33.3% |
| Q1 2017 | $835,000 | +51.5% | 29,098 | +40.6% | 0.00% | +50.0% |
| Q4 2016 | $551,000 | -19.9% | 20,700 | -25.4% | 0.00% | -33.3% |
| Q3 2016 | $688,000 | +3.0% | 27,758 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $668,000 | -0.6% | 27,758 | +0.6% | 0.00% | 0.0% |
| Q1 2016 | $672,000 | -5.8% | 27,600 | 0.0% | 0.00% | -25.0% |
| Q4 2015 | $713,000 | +11.2% | 27,600 | +6.8% | 0.00% | +33.3% |
| Q3 2015 | $641,000 | – | 25,851 | – | 0.00% | – |
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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% |