ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 95 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $42,000 | +10.5% | 1,350 | 0.0% | 0.03% | -5.7% |
| Q3 2020 | $38,000 | 0.0% | 1,350 | 0.0% | 0.04% | -12.5% |
| Q2 2020 | $38,000 | -9.5% | 1,350 | 0.0% | 0.04% | +5.3% |
| Q1 2020 | $42,000 | -2.3% | 1,350 | 0.0% | 0.04% | +22.6% |
| Q4 2019 | $43,000 | -96.9% | 1,350 | -97.0% | 0.03% | -96.4% |
| Q2 2019 | $1,373,000 | +4.7% | 44,666 | 0.0% | 0.85% | +8.3% |
| Q1 2019 | $1,311,000 | -4.2% | 44,666 | -3.2% | 0.79% | -17.4% |
| Q4 2018 | $1,368,000 | 0.0% | 46,166 | 0.0% | 0.95% | 0.0% |
| Q3 2018 | $1,368,000 | +2.2% | 46,166 | +3.0% | 0.95% | -25.9% |
| Q2 2018 | $1,338,000 | – | 44,816 | – | 1.28% | – |
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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% |