ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 92 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $34,028 | -1.3% | 0 | -100.0% | 0.01% | 0.0% |
Q1 2024 | $34,490 | +8.7% | 938 | 0.0% | 0.01% | 0.0% |
Q4 2023 | $31,723 | +10.0% | 938 | 0.0% | 0.01% | -11.1% |
Q3 2023 | $28,834 | -6.0% | 938 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $30,682 | +3.7% | 938 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $29,594 | +13.6% | 938 | 0.0% | 0.01% | -10.0% |
Q4 2022 | $26,058 | -3.5% | 938 | 0.0% | 0.01% | -9.1% |
Q3 2022 | $27,000 | -15.6% | 938 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $32,000 | -8.6% | 938 | 0.0% | 0.01% | -8.3% |
Q4 2021 | $35,000 | +2.9% | 938 | 0.0% | 0.01% | -14.3% |
Q3 2021 | $34,000 | +41.7% | 938 | -6.2% | 0.01% | -22.2% |
Q1 2020 | $24,000 | -25.0% | 1,000 | 0.0% | 0.02% | -21.7% |
Q4 2019 | $32,000 | – | 1,000 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Orgel Wealth Management, LLC | 1,544,279 | $39,873,000 | 34.07% |
Permanens Capital L.P. | 829,697 | $21,423,000 | 9.02% |
Cornerstone Advisory, LLC | 305,848 | $7,897,000 | 6.80% |
AGILIS PARTNERS LLC | 295,424 | $7,628,000 | 6.60% |
HARVEST CAPITAL MANAGEMENT INC | 511,058 | $13,196,000 | 6.00% |
STEEL GROVE CAPITAL ADVISORS, LLC | 826,512 | $21,376,000 | 5.29% |
Litman Gregory Wealth Management LLC | 174,549 | $4,507,000 | 3.25% |
TELEMUS CAPITAL, LLC | 447,278 | $11,549,000 | 3.12% |
Richard C. Young & CO., LTD. | 461,030 | $11,904,000 | 2.71% |
Efficient Market Advisors, LLC | 246,571 | $6,366,000 | 1.37% |