ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 94 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $304,000 | +5.6% | 8,076 | +1.0% | 0.00% | 0.0% |
| Q3 2021 | $288,000 | +19.5% | 7,994 | +20.6% | 0.00% | 0.0% |
| Q2 2021 | $241,000 | -66.7% | 6,627 | -74.5% | 0.00% | -77.8% |
| Q3 2020 | $723,000 | +2.7% | 25,947 | +3.7% | 0.01% | 0.0% |
| Q2 2020 | $704,000 | -11.4% | 25,027 | -25.6% | 0.01% | -35.7% |
| Q1 2020 | $795,000 | +22.7% | 33,657 | +65.1% | 0.01% | +55.6% |
| Q4 2019 | $648,000 | +46.3% | 20,390 | +42.3% | 0.01% | +28.6% |
| Q3 2019 | $443,000 | +21.7% | 14,325 | +21.1% | 0.01% | +40.0% |
| Q2 2019 | $364,000 | -4.0% | 11,831 | -8.2% | 0.01% | -16.7% |
| Q1 2019 | $379,000 | +53.4% | 12,892 | +35.6% | 0.01% | +50.0% |
| Q4 2018 | $247,000 | -15.7% | 9,508 | -3.6% | 0.00% | -20.0% |
| Q3 2018 | $293,000 | -87.7% | 9,867 | -87.6% | 0.01% | -90.4% |
| Q2 2018 | $2,391,000 | +37.0% | 79,541 | +33.8% | 0.05% | +40.5% |
| Q1 2018 | $1,745,000 | -56.7% | 59,468 | -55.5% | 0.04% | -55.4% |
| Q3 2017 | $4,026,000 | +1903.0% | 133,710 | +1845.7% | 0.08% | +1975.0% |
| Q2 2017 | $201,000 | – | 6,872 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 1,700,145 | $51,106,000 | 19.51% |
| Permanens Capital L.P. | 571,146 | $17,169,000 | 6.51% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 210,045 | $6,314,000 | 5.77% |
| QUATTRO FINANCIAL ADVISORS LLC | 306,049 | $9,108,018,000 | 4.51% |
| Donald L. Hagan, LLC | 112,007 | $3,367,000 | 2.72% |
| Cornerstone Advisory, LLC | 269,446 | $8,100,000 | 2.67% |
| M&R CAPITAL MANAGEMENT INC | 315,234 | $9,475,000 | 2.18% |
| UBP Investment Advisors SA | 46,609 | $1,391,000 | 1.64% |
| LFA - Lugano Financial Advisors SA | 44,816 | $1,338,000 | 1.28% |
| STEEL GROVE CAPITAL ADVISORS, LLC | 243,258 | $7,312,000 | 1.17% |