ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 91 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,749,000 | +4.2% | 62,799 | +5.2% | 0.07% | -8.3% |
| Q2 2020 | $1,679,000 | +0.3% | 59,677 | -15.8% | 0.07% | -20.0% |
| Q1 2020 | $1,674,000 | -23.5% | 70,885 | +3.0% | 0.09% | -4.3% |
| Q4 2019 | $2,189,000 | +12.4% | 68,824 | +9.2% | 0.09% | +9.3% |
| Q3 2019 | $1,948,000 | +8.6% | 63,039 | +7.9% | 0.09% | +7.5% |
| Q2 2019 | $1,794,000 | +14.9% | 58,428 | +9.8% | 0.08% | +2.6% |
| Q1 2019 | $1,562,000 | +31.2% | 53,191 | +15.4% | 0.08% | +11.4% |
| Q4 2018 | $1,191,000 | +422.4% | 46,102 | +422.6% | 0.07% | +268.4% |
| Q4 2015 | $228,000 | – | 8,821 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 219,896 | $6,345,000 | 3.84% |
| Permanens Capital L.P. | 300,007 | $8,657,000 | 1.95% |
| Endowment Wealth Management, Inc. | 50,330 | $1,452,000 | 1.76% |
| Robertson Stephens Wealth Management, LLC | 329,205 | $9,499,000 | 0.99% |
| Psagot Value Holdings Ltd. / (Israel) | 55,257 | $1,594,000 | 0.45% |
| 55I, LLC | 299,935 | $8,655,000 | 0.24% |
| DIMENSION CAPITAL MANAGEMENT LLC | 28,749 | $829,000 | 0.20% |
| Financial Network Wealth Management LLC | 7,196 | $208,000 | 0.13% |
| FLOW TRADERS U.S. LLC | 68,281 | $1,970,000 | 0.11% |
| Clearwater Capital Advisors, LLC | 16,950 | $489,000 | 0.07% |