ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 91 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $206,000 | -14.9% | 6,944 | -13.3% | 0.03% | -30.2% |
| Q2 2018 | $242,000 | -5.8% | 8,010 | -16.4% | 0.04% | -50.0% |
| Q4 2016 | $257,000 | -62.8% | 9,579 | -65.7% | 0.09% | -70.9% |
| Q3 2016 | $690,000 | +16.6% | 27,934 | +13.5% | 0.30% | +27.6% |
| Q2 2016 | $592,000 | +18.4% | 24,605 | +19.5% | 0.23% | +6.9% |
| Q1 2016 | $500,000 | – | 20,590 | – | 0.22% | – |
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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% |