ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 103 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $44,000 | +2.3% | 1,469 | 0.0% | 0.02% | -12.5% |
| Q2 2017 | $43,000 | -98.9% | 1,469 | -98.9% | 0.02% | -99.0% |
| Q1 2017 | $3,909,000 | +6.9% | 136,304 | -0.8% | 2.42% | -1.4% |
| Q4 2016 | $3,655,000 | +101.2% | 137,410 | +87.5% | 2.46% | +85.8% |
| Q3 2016 | $1,817,000 | -2.4% | 73,296 | -5.2% | 1.32% | -10.6% |
| Q2 2016 | $1,861,000 | -14.4% | 77,317 | -13.4% | 1.48% | -14.0% |
| Q1 2016 | $2,173,000 | -51.8% | 89,238 | -48.9% | 1.72% | -47.1% |
| Q4 2015 | $4,507,000 | – | 174,549 | – | 3.25% | – |
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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% |