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 ↓ |
|---|---|---|---|
| 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% |