ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 86 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,071,000 | +13.7% | 28,435 | +8.8% | 0.01% | 0.0% |
| Q3 2021 | $942,000 | -10.2% | 26,135 | -9.2% | 0.01% | -14.3% |
| Q2 2021 | $1,049,000 | +33.5% | 28,787 | +25.4% | 0.01% | +16.7% |
| Q1 2021 | $786,000 | -9.7% | 22,948 | -17.7% | 0.01% | -14.3% |
| Q4 2020 | $870,000 | +24.8% | 27,894 | +11.5% | 0.01% | 0.0% |
| Q3 2020 | $697,000 | +1.9% | 25,013 | +2.9% | 0.01% | -12.5% |
| Q2 2020 | $684,000 | +8.6% | 24,317 | -8.9% | 0.01% | -46.7% |
| Q1 2020 | $630,000 | – | 26,706 | – | 0.02% | – |
Download | ||||||
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% |