ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 12 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $920,000 | +12.7% | 31,388 | +10.4% | 0.03% | +13.0% |
| Q1 2017 | $816,000 | +40.7% | 28,435 | +30.5% | 0.02% | +64.3% |
| Q4 2016 | $580,000 | -28.2% | 21,790 | -33.2% | 0.01% | -26.3% |
| Q3 2016 | $808,000 | -39.4% | 32,601 | -41.2% | 0.02% | -32.1% |
| Q2 2016 | $1,334,000 | +136.1% | 55,442 | +138.7% | 0.03% | +75.0% |
| Q1 2016 | $565,000 | -45.3% | 23,222 | -37.8% | 0.02% | -11.1% |
| Q2 2015 | $1,033,000 | +30.9% | 37,309 | +37.5% | 0.02% | +12.5% |
| Q1 2015 | $789,000 | -9.3% | 27,140 | -23.3% | 0.02% | +14.3% |
| Q4 2014 | $870,000 | – | 35,366 | – | 0.01% | – |
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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% |