ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 88 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $835,000 | -2.6% | 28,736 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $857,000 | -1.0% | 28,736 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $866,000 | -61.8% | 28,736 | -69.1% | 0.00% | -83.3% |
| Q1 2016 | $2,268,000 | -43.0% | 93,128 | -39.6% | 0.01% | -40.0% |
| Q4 2015 | $3,980,000 | +6.4% | 154,150 | +2.2% | 0.01% | +11.1% |
| Q3 2015 | $3,741,000 | – | 150,830 | – | 0.01% | – |
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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% |