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 2019 | $1,511,000 | +8.2% | 47,539 | +5.3% | 0.01% | 0.0% |
| Q3 2019 | $1,396,000 | +28.5% | 45,138 | +27.7% | 0.01% | +25.0% |
| Q2 2019 | $1,086,000 | +49.6% | 35,357 | +43.1% | 0.01% | +33.3% |
| Q1 2019 | $726,000 | +36.0% | 24,715 | +19.9% | 0.01% | +20.0% |
| Q4 2018 | $534,000 | +3.1% | 20,607 | +18.1% | 0.01% | 0.0% |
| Q3 2018 | $518,000 | +957.1% | 17,453 | +995.6% | 0.01% | +400.0% |
| Q2 2018 | $49,000 | +4.3% | 1,593 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $47,000 | -84.0% | 1,593 | -83.8% | 0.00% | -75.0% |
| Q4 2017 | $294,000 | +250.0% | 9,843 | +259.6% | 0.00% | +300.0% |
| Q3 2017 | $84,000 | +12.0% | 2,737 | +5.7% | 0.00% | 0.0% |
| Q2 2017 | $75,000 | -9.6% | 2,590 | -10.0% | 0.00% | -50.0% |
| Q1 2017 | $83,000 | +45.6% | 2,879 | +33.7% | 0.00% | +100.0% |
| Q4 2016 | $57,000 | +5.6% | 2,153 | -1.2% | 0.00% | 0.0% |
| Q3 2016 | $54,000 | -96.7% | 2,180 | -96.8% | 0.00% | -97.7% |
| Q2 2016 | $1,628,000 | – | 67,716 | – | 0.04% | – |
Download | ||||||
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% |