ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 91 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $750,000 | -62.6% | 28,898 | -57.2% | 0.00% | -100.0% |
| Q3 2018 | $2,004,000 | -9.2% | 67,578 | -8.0% | 0.00% | 0.0% |
| Q2 2018 | $2,208,000 | -4.2% | 73,468 | -6.5% | 0.00% | 0.0% |
| Q1 2018 | $2,305,000 | -3.8% | 78,578 | -2.2% | 0.00% | 0.0% |
| Q4 2017 | $2,395,000 | +3.8% | 80,348 | +4.8% | 0.00% | 0.0% |
| Q3 2017 | $2,308,000 | +4.6% | 76,648 | +1.8% | 0.00% | 0.0% |
| Q2 2017 | $2,207,000 | +2.2% | 75,303 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $2,160,000 | -54.3% | 75,303 | -57.6% | 0.00% | -50.0% |
| Q4 2016 | $4,724,000 | -1.0% | 177,609 | -7.7% | 0.00% | 0.0% |
| Q3 2016 | $4,772,000 | -70.9% | 192,489 | -71.8% | 0.00% | -77.8% |
| Q2 2016 | $16,416,000 | -68.9% | 682,029 | -68.6% | 0.01% | -67.9% |
| Q1 2016 | $52,865,000 | -12.2% | 2,171,043 | -6.9% | 0.03% | -6.7% |
| Q4 2015 | $60,214,000 | -12.8% | 2,332,084 | -16.3% | 0.03% | -11.8% |
| Q3 2015 | $69,087,000 | -4.3% | 2,785,764 | +6.9% | 0.03% | +3.0% |
| Q2 2015 | $72,166,000 | +53.8% | 2,606,194 | +61.5% | 0.03% | +57.1% |
| Q1 2015 | $46,920,000 | – | 1,613,481 | – | 0.02% | – |
Download | ||||||
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% |