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 | $849,000 | +62.6% | 28,932 | +43.8% | 0.05% | +71.4% |
| Q4 2018 | $522,000 | -43.5% | 20,118 | -34.6% | 0.03% | -31.7% |
| Q2 2018 | $924,000 | +231.2% | 30,744 | +192.7% | 0.04% | +36.7% |
| Q4 2016 | $279,000 | -41.8% | 10,504 | -45.7% | 0.03% | -63.4% |
| Q3 2016 | $479,000 | +68.1% | 19,336 | +63.4% | 0.08% | +115.8% |
| Q2 2016 | $285,000 | -76.6% | 11,831 | -71.7% | 0.04% | -71.6% |
| Q1 2015 | $1,216,000 | – | 41,799 | – | 0.13% | – |
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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% |