ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 80 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
Q3 2020 | $5,000 | -86.1% | 184 | -86.8% | 0.00% | -100.0% |
Q4 2018 | $36,000 | -14.3% | 1,395 | -0.9% | 0.00% | 0.0% |
Q3 2018 | $42,000 | -2.3% | 1,408 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $43,000 | -27.1% | 1,408 | -30.1% | 0.00% | -40.0% |
Q1 2018 | $59,000 | +96.7% | 2,014 | +102.0% | 0.01% | +66.7% |
Q4 2017 | $30,000 | -21.1% | 997 | -21.6% | 0.00% | -25.0% |
Q3 2017 | $38,000 | +2.7% | 1,272 | 0.0% | 0.00% | -20.0% |
Q2 2017 | $37,000 | +5.7% | 1,272 | +4.1% | 0.01% | 0.0% |
Q1 2017 | $35,000 | +25.0% | 1,222 | +7.7% | 0.01% | 0.0% |
Q3 2016 | $28,000 | -37.8% | 1,135 | -39.0% | 0.01% | -50.0% |
Q2 2016 | $45,000 | -81.7% | 1,861 | -81.6% | 0.01% | -85.1% |
Q1 2016 | $246,000 | +30.2% | 10,111 | +38.4% | 0.07% | +9.8% |
Q4 2015 | $189,000 | – | 7,306 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Permanens Capital L.P. | 902,618 | $28,152,000 | 5.92% |
Evolution Wealth Advisors, LLC | 402,523 | $12,555,000 | 2.83% |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 135,112 | $4,214,000 | 2.50% |
Robertson Stephens Wealth Management, LLC | 316,078 | $9,858,000 | 2.06% |
M&R CAPITAL MANAGEMENT INC | 216,435 | $6,752,000 | 1.54% |
55I, LLC | 266,796 | $8,321,000 | 0.62% |
Conservest Capital Advisors, Inc. | 94,584 | $2,950,000 | 0.35% |
MA Private Wealth | 36,897 | $1,151,000 | 0.26% |
DIMENSION CAPITAL MANAGEMENT LLC | 28,749 | $897,000 | 0.26% |
UBP Investment Advisors SA | 14,765 | $461,000 | 0.24% |