ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 81 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $225,000 | -7.8% | 7,080 | -10.1% | 0.00% | – |
| Q3 2019 | $244,000 | +14.0% | 7,876 | +13.0% | 0.00% | – |
| Q2 2019 | $214,000 | +4.4% | 6,971 | 0.0% | 0.00% | – |
| Q1 2019 | $205,000 | -1.0% | 6,971 | 0.0% | 0.00% | – |
| Q3 2018 | $207,000 | -1.9% | 6,971 | -0.5% | 0.00% | – |
| Q2 2018 | $211,000 | +0.5% | 7,005 | -2.3% | 0.00% | – |
| Q1 2018 | $210,000 | -31.1% | 7,168 | -30.0% | 0.00% | – |
| Q4 2017 | $305,000 | -21.4% | 10,233 | -29.9% | 0.00% | – |
| Q4 2016 | $388,000 | -60.9% | 14,604 | -64.6% | 0.00% | -100.0% |
| Q2 2016 | $993,000 | -97.9% | 41,261 | -97.7% | 0.00% | -98.1% |
| Q4 2015 | $46,551,000 | -20.0% | 1,802,916 | -23.2% | 0.05% | -24.3% |
| Q3 2015 | $58,220,000 | +63.1% | 2,347,574 | +82.1% | 0.07% | +100.0% |
| Q2 2015 | $35,690,000 | +4.9% | 1,288,929 | +10.2% | 0.04% | +2.9% |
| Q1 2015 | $34,017,000 | – | 1,169,763 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Permanens Capital L.P. | 1,861,768 | $67,135,000 | 12.17% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 170,536 | $6,150,000 | 3.26% |
| Robertson Stephens Wealth Management, LLC | 338,036 | $12,189,000 | 1.38% |
| Sierra Capital LLC | 127,348 | $4,812,000 | 0.81% |
| M&R CAPITAL MANAGEMENT INC | 88,119 | $3,177,000 | 0.72% |
| Avidian Wealth Solutions, LLC | 239,109 | $8,622,000 | 0.66% |
| 55I, LLC | 314,076 | $11,326,000 | 0.34% |
| MA Private Wealth | 36,434 | $1,314,000 | 0.26% |
| Psagot Value Holdings Ltd. | 36,661 | $1,322,000 | 0.23% |
| Psagot Value Holdings Ltd. / (Israel) | 36,661 | $1,322,000 | 0.23% |