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 | $219,000 | -4.8% | 7,664 | 0.0% | 0.06% | -43.7% |
| Q2 2018 | $230,000 | +2.2% | 7,664 | 0.0% | 0.10% | +19.8% |
| Q1 2018 | $225,000 | -46.3% | 7,664 | -45.2% | 0.09% | -47.9% |
| Q4 2017 | $419,000 | -0.5% | 13,980 | 0.0% | 0.16% | -19.1% |
| Q3 2017 | $421,000 | -9.1% | 13,980 | -11.5% | 0.20% | -21.2% |
| Q2 2017 | $463,000 | +2.2% | 15,802 | 0.0% | 0.26% | -23.6% |
| Q1 2017 | $453,000 | +7.1% | 15,802 | 0.0% | 0.34% | -3.7% |
| Q4 2016 | $423,000 | – | 15,802 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 1,672,449 | $49,856,000 | 18.64% |
| Permanens Capital L.P. | 807,787 | $24,080,000 | 8.92% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 209,509 | $6,245,000 | 5.98% |
| TLWM | 224,035 | $6,678,000 | 5.19% |
| Cornerstone Advisory, LLC | 271,790 | $8,102,000 | 2.78% |
| M&R CAPITAL MANAGEMENT INC | 336,022 | $10,016,000 | 2.32% |
| GM Advisory Group, LLC | 202,952 | $6,050,000 | 1.65% |
| STEEL GROVE CAPITAL ADVISORS, LLC | 274,892 | $8,230,000 | 1.24% |
| UBP Investment Advisors SA | 35,028 | $1,044,000 | 1.23% |
| Miracle Mile Advisors, LLC | 250,754 | $7,475,000 | 1.21% |