ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 231 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $30 | 0.0% | 848 | 0.0% | 0.00% | – |
| Q1 2024 | $30 | +11.1% | 848 | 0.0% | 0.00% | – |
| Q4 2023 | $27 | +3.8% | 848 | 0.0% | 0.00% | – |
| Q3 2023 | $26 | 0.0% | 848 | 0.0% | 0.00% | – |
| Q2 2023 | $26 | +4.0% | 848 | 0.0% | 0.00% | – |
| Q1 2023 | $25 | +8.7% | 848 | 0.0% | 0.00% | – |
| Q4 2022 | $23 | -99.9% | 848 | 0.0% | 0.00% | – |
| Q3 2022 | $25,000 | -7.4% | 848 | 0.0% | 0.00% | – |
| Q2 2022 | $27,000 | -50.0% | 848 | -46.3% | 0.00% | – |
| Q1 2022 | $54,000 | -3.6% | 1,578 | 0.0% | 0.00% | – |
| Q4 2021 | $56,000 | +3.7% | 1,578 | 0.0% | 0.00% | – |
| Q3 2021 | $54,000 | +86.2% | 1,578 | +86.1% | 0.00% | – |
| Q2 2021 | $29,000 | +3.6% | 848 | 0.0% | 0.00% | – |
| Q1 2021 | $28,000 | +7.7% | 848 | 0.0% | 0.00% | – |
| Q4 2020 | $26,000 | +13.0% | 848 | 0.0% | 0.00% | – |
| Q3 2020 | $23,000 | 0.0% | 848 | 0.0% | 0.00% | – |
| Q2 2020 | $23,000 | +9.5% | 848 | 0.0% | 0.00% | – |
| Q1 2020 | $21,000 | -19.2% | 848 | 0.0% | 0.00% | – |
| Q4 2019 | $26,000 | +8.3% | 848 | -7.6% | 0.00% | – |
| Q4 2016 | $24,000 | -91.1% | 918 | -91.8% | 0.00% | -100.0% |
| Q2 2016 | $270,000 | +264.9% | 11,250 | +260.6% | 0.00% | – |
| Q1 2016 | $74,000 | -6.3% | 3,120 | 0.0% | 0.00% | – |
| Q4 2015 | $79,000 | – | 3,120 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mercer Investments LLC | 794,521 | $8,284,015,000 | 22.34% |
| Private Vista, LLC | 1,820,031 | $54,027,000 | 16.22% |
| PARK AVENUE SECURITIES LLC | 1,858,982 | $55,360,000 | 14.34% |
| HARVEST CAPITAL MANAGEMENT INC | 1,114,092 | $33,072,000 | 12.49% |
| Syntal Capital Partners, LLC | 1,141,787 | $34,247,000 | 10.47% |
| Horan Capital Advisors, LLC. | 857,510 | $25,456,000 | 8.28% |
| Ally Financial Inc. | 1,030,000 | $30,576,000 | 5.90% |
| WESCAP Management Group, Inc. | 492,003 | $14,605,000 | 5.76% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,667,642 | $49,504,000 | 5.37% |
| FIRST HAWAIIAN BANK | 1,289,385 | $38,275,000 | 4.85% |