ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 94 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $513,680 | -1.3% | 14,160 | 0.0% | 0.02% | -6.2% |
Q1 2024 | $520,663 | +10.4% | 14,160 | 0.0% | 0.02% | 0.0% |
Q4 2023 | $471,528 | +8.3% | 14,160 | 0.0% | 0.02% | 0.0% |
Q3 2023 | $435,278 | -6.0% | 14,160 | 0.0% | 0.02% | -5.9% |
Q2 2023 | $463,173 | +3.7% | 14,160 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $446,748 | +113576.3% | 14,160 | 0.0% | 0.02% | +6.2% |
Q4 2022 | $393 | -99.9% | 14,160 | 0.0% | 0.02% | -15.8% |
Q3 2022 | $409,000 | -7.9% | 14,160 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $444,000 | -8.5% | 14,160 | 0.0% | 0.02% | +11.8% |
Q1 2022 | $485,000 | -9.0% | 14,160 | 0.0% | 0.02% | -5.6% |
Q4 2021 | $533,000 | +4.3% | 14,160 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $511,000 | -1.0% | 14,160 | 0.0% | 0.02% | -5.3% |
Q2 2021 | $516,000 | +6.4% | 14,160 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $485,000 | +9.7% | 14,160 | 0.0% | 0.02% | +5.6% |
Q4 2020 | $442,000 | +12.2% | 14,160 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $394,000 | -1.0% | 14,160 | 0.0% | 0.02% | -10.0% |
Q2 2020 | $398,000 | -5.7% | 14,160 | -20.8% | 0.02% | -20.0% |
Q1 2020 | $422,000 | -25.7% | 17,880 | 0.0% | 0.02% | 0.0% |
Q4 2019 | $568,000 | -3.2% | 17,880 | -5.7% | 0.02% | -10.7% |
Q3 2019 | $587,000 | -53.0% | 18,970 | -53.4% | 0.03% | -52.5% |
Q2 2019 | $1,250,000 | +4.7% | 40,675 | 0.0% | 0.06% | +1.7% |
Q1 2019 | $1,194,000 | +13.2% | 40,675 | 0.0% | 0.06% | -1.7% |
Q4 2018 | $1,055,000 | -12.5% | 40,675 | 0.0% | 0.06% | -1.7% |
Q3 2018 | $1,206,000 | -1.4% | 40,675 | 0.0% | 0.06% | -23.1% |
Q2 2018 | $1,223,000 | +2.5% | 40,675 | 0.0% | 0.08% | +2.6% |
Q1 2018 | $1,193,000 | -59.8% | 40,675 | -59.2% | 0.08% | -58.2% |
Q4 2017 | $2,968,000 | -3.2% | 99,579 | -2.2% | 0.18% | -22.2% |
Q3 2017 | $3,067,000 | +5.1% | 101,853 | +2.3% | 0.23% | -1.3% |
Q2 2017 | $2,919,000 | -5.2% | 99,579 | -7.2% | 0.24% | +0.4% |
Q1 2017 | $3,078,000 | +7.8% | 107,319 | 0.0% | 0.24% | -2.5% |
Q4 2016 | $2,855,000 | – | 107,319 | – | 0.24% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Orgel Wealth Management, LLC | 1,544,279 | $39,873,000 | 34.07% |
Permanens Capital L.P. | 829,697 | $21,423,000 | 9.02% |
Cornerstone Advisory, LLC | 305,848 | $7,897,000 | 6.80% |
AGILIS PARTNERS LLC | 295,424 | $7,628,000 | 6.60% |
HARVEST CAPITAL MANAGEMENT INC | 511,058 | $13,196,000 | 6.00% |
STEEL GROVE CAPITAL ADVISORS, LLC | 826,512 | $21,376,000 | 5.29% |
Litman Gregory Wealth Management LLC | 174,549 | $4,507,000 | 3.25% |
TELEMUS CAPITAL, LLC | 447,278 | $11,549,000 | 3.12% |
Richard C. Young & CO., LTD. | 461,030 | $11,904,000 | 2.71% |
Efficient Market Advisors, LLC | 246,571 | $6,366,000 | 1.37% |