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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $153,306 | -36.4% | 4,827 | -34.5% | 0.00% | – |
Q2 2023 | $241,138 | +15.0% | 7,372 | 0.0% | 0.00% | – |
Q4 2022 | $209,733 | -35.1% | 7,372 | -29.0% | 0.00% | – |
Q3 2022 | $323,000 | -24.9% | 10,384 | -21.9% | 0.00% | – |
Q2 2022 | $430,000 | -13.1% | 13,293 | -6.5% | 0.00% | – |
Q1 2022 | $495,000 | -1.6% | 14,223 | +7.0% | 0.00% | – |
Q4 2021 | $503,000 | +28.6% | 13,293 | +23.7% | 0.00% | – |
Q3 2021 | $391,000 | -1.0% | 10,748 | 0.0% | 0.00% | – |
Q2 2021 | $395,000 | +192.6% | 10,748 | +144.7% | 0.00% | – |
Q2 2019 | $135,000 | -3.6% | 4,393 | -8.0% | 0.00% | – |
Q1 2019 | $140,000 | +21.7% | 4,773 | +8.0% | 0.00% | – |
Q4 2018 | $115,000 | -19.0% | 4,421 | -7.9% | 0.00% | – |
Q3 2018 | $142,000 | -1.4% | 4,801 | 0.0% | 0.00% | – |
Q2 2018 | $144,000 | +2.1% | 4,801 | 0.0% | 0.00% | – |
Q1 2018 | $141,000 | +6.8% | 4,801 | +8.6% | 0.00% | – |
Q4 2017 | $132,000 | 0.0% | 4,421 | +0.6% | 0.00% | – |
Q3 2017 | $132,000 | +2.3% | 4,393 | 0.0% | 0.00% | – |
Q2 2017 | $129,000 | +2.4% | 4,393 | 0.0% | 0.00% | – |
Q1 2017 | $126,000 | +14.5% | 4,393 | 0.0% | 0.00% | – |
Q4 2016 | $110,000 | +0.9% | 4,393 | 0.0% | 0.00% | – |
Q3 2016 | $109,000 | +2.8% | 4,393 | 0.0% | 0.00% | – |
Q2 2016 | $106,000 | +430.0% | 4,393 | +449.1% | 0.00% | – |
Q3 2015 | $20,000 | -9.1% | 800 | 0.0% | 0.00% | – |
Q2 2015 | $22,000 | -4.3% | 800 | 0.0% | 0.00% | – |
Q1 2015 | $23,000 | – | 800 | – | 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% |