ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 95 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| 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% |