ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 81 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $550,000 | -11.7% | 19,753 | -10.8% | 0.07% | -18.9% |
Q2 2020 | $623,000 | +19.1% | 22,154 | +0.0% | 0.09% | +9.8% |
Q1 2020 | $523,000 | -30.1% | 22,143 | -5.9% | 0.08% | -16.3% |
Q4 2019 | $748,000 | +11.0% | 23,524 | +8.0% | 0.10% | -3.0% |
Q3 2019 | $674,000 | +6.8% | 21,786 | +6.1% | 0.10% | +2.0% |
Q2 2019 | $631,000 | – | 20,541 | – | 0.10% | – |
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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% |