ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 105 filers reported holding ISHARES TR in Q2 2018. 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 ↓ |
---|---|---|---|
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% |