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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1 | -100.0% | 38 | -84.9% | 0.00% | – |
| Q4 2018 | $7,000 | -22.2% | 251 | -19.3% | 0.00% | – |
| Q3 2018 | $9,000 | -18.2% | 311 | -15.5% | 0.00% | – |
| Q2 2018 | $11,000 | +266.7% | 368 | +247.2% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 106 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | -50.0% | 106 | -47.5% | 0.00% | – |
| Q3 2017 | $6,000 | -71.4% | 202 | -72.4% | 0.00% | -100.0% |
| Q1 2017 | $21,000 | +425.0% | 732 | +401.4% | 0.00% | – |
| Q3 2015 | $4,000 | – | 146 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 1,700,145 | $51,106,000 | 19.51% |
| Permanens Capital L.P. | 571,146 | $17,169,000 | 6.51% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 210,045 | $6,314,000 | 5.77% |
| QUATTRO FINANCIAL ADVISORS LLC | 306,049 | $9,108,018,000 | 4.51% |
| Donald L. Hagan, LLC | 112,007 | $3,367,000 | 2.72% |
| Cornerstone Advisory, LLC | 269,446 | $8,100,000 | 2.67% |
| M&R CAPITAL MANAGEMENT INC | 315,234 | $9,475,000 | 2.18% |
| UBP Investment Advisors SA | 46,609 | $1,391,000 | 1.64% |
| LFA - Lugano Financial Advisors SA | 44,816 | $1,338,000 | 1.28% |
| STEEL GROVE CAPITAL ADVISORS, LLC | 243,258 | $7,312,000 | 1.17% |