ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 93 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $915,000 | +4.8% | 29,750 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $873,000 | +13.1% | 29,750 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $772,000 | -12.5% | 29,750 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $882,000 | -1.3% | 29,750 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $894,000 | +2.4% | 29,750 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $873,000 | -5.2% | 29,750 | -3.7% | 0.01% | 0.0% |
| Q4 2017 | $921,000 | +2.8% | 30,882 | +3.8% | 0.01% | 0.0% |
| Q3 2017 | $896,000 | +2.8% | 29,750 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $872,000 | +2.2% | 29,750 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $853,000 | +7.8% | 29,750 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $791,000 | +5.7% | 29,750 | -1.4% | 0.01% | 0.0% |
| Q3 2016 | $748,000 | +4.5% | 30,164 | +1.4% | 0.01% | 0.0% |
| Q2 2016 | $716,000 | – | 29,750 | – | 0.01% | – |
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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% |