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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |