ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 88 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $6,000 | 0.0% | 213 | +0.9% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | -57.1% | 211 | -63.3% | 0.00% | -66.7% |
| Q1 2020 | $14,000 | -44.0% | 575 | -26.7% | 0.01% | -33.3% |
| Q4 2019 | $25,000 | -10.7% | 784 | -14.7% | 0.01% | -30.8% |
| Q3 2019 | $28,000 | -46.2% | 919 | -46.4% | 0.01% | -40.9% |
| Q2 2019 | $52,000 | -91.9% | 1,714 | -21.1% | 0.02% | -93.3% |
| Q1 2019 | $644,000 | +705.0% | 2,171 | -29.4% | 0.33% | +522.6% |
| Q4 2018 | $80,000 | -39.4% | 3,077 | -30.7% | 0.05% | -32.9% |
| Q3 2018 | $132,000 | +2.3% | 4,438 | +3.1% | 0.08% | -42.8% |
| Q2 2018 | $129,000 | -22.3% | 4,303 | -25.2% | 0.14% | +12.2% |
| Q1 2018 | $166,000 | -6.2% | 5,754 | -1.1% | 0.12% | -6.8% |
| Q4 2017 | $177,000 | +9.9% | 5,816 | +8.7% | 0.13% | -8.3% |
| Q3 2017 | $161,000 | – | 5,350 | – | 0.14% | – |
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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% |