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% | – |
Download | ||||||
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% |