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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $260,000 | -27.6% | 11,015 | -2.6% | 0.08% | -5.1% |
| Q4 2019 | $359,000 | -6.3% | 11,310 | -8.7% | 0.08% | -17.7% |
| Q3 2019 | $383,000 | +0.5% | 12,392 | 0.0% | 0.10% | +17.1% |
| Q2 2019 | $381,000 | +4.7% | 12,392 | 0.0% | 0.08% | +2.5% |
| Q1 2019 | $364,000 | +12.7% | 12,392 | 0.0% | 0.08% | +8.1% |
| Q4 2018 | $323,000 | -12.2% | 12,392 | 0.0% | 0.07% | -18.7% |
| Q3 2018 | $368,000 | -1.3% | 12,392 | 0.0% | 0.09% | -6.2% |
| Q2 2018 | $373,000 | +2.5% | 12,392 | 0.0% | 0.10% | +3.2% |
| Q1 2018 | $364,000 | -1.4% | 12,392 | 0.0% | 0.09% | -18.3% |
| Q4 2017 | $369,000 | – | 12,392 | – | 0.12% | – |
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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% |