ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 93 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $311,000 | -1.3% | 10,478 | 0.0% | 0.19% | -8.6% |
| Q2 2018 | $315,000 | -9.0% | 10,478 | -11.0% | 0.21% | +4.5% |
| Q1 2018 | $346,000 | -28.4% | 11,778 | -27.3% | 0.20% | -34.4% |
| Q4 2017 | $483,000 | -8.5% | 16,195 | -7.6% | 0.30% | -15.7% |
| Q3 2017 | $528,000 | -35.6% | 17,535 | -37.3% | 0.36% | -35.5% |
| Q2 2017 | $820,000 | -9.4% | 27,979 | -11.4% | 0.56% | -17.0% |
| Q1 2017 | $905,000 | +60.2% | 31,567 | +48.6% | 0.68% | +29.3% |
| Q4 2016 | $565,000 | – | 21,240 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Permanens Capital L.P. | 902,618 | $28,152,000 | 5.92% |
| Evolution Wealth Advisors, LLC | 402,523 | $12,555,000 | 2.83% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 135,112 | $4,214,000 | 2.50% |
| Robertson Stephens Wealth Management, LLC | 316,078 | $9,858,000 | 2.06% |
| M&R CAPITAL MANAGEMENT INC | 216,435 | $6,752,000 | 1.54% |
| 55I, LLC | 266,796 | $8,321,000 | 0.62% |
| Conservest Capital Advisors, Inc. | 94,584 | $2,950,000 | 0.35% |
| MA Private Wealth | 36,897 | $1,151,000 | 0.26% |
| DIMENSION CAPITAL MANAGEMENT LLC | 28,749 | $897,000 | 0.26% |
| UBP Investment Advisors SA | 14,765 | $461,000 | 0.24% |