ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 222 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $392,000 | -68.4% | 13,543 | -69.0% | 0.06% | -69.0% |
| Q2 2017 | $1,241,000 | +52.8% | 43,654 | +48.0% | 0.20% | +48.1% |
| Q1 2017 | $812,000 | +72.4% | 29,499 | +63.7% | 0.13% | +60.2% |
| Q4 2016 | $471,000 | -41.0% | 18,020 | -44.0% | 0.08% | -43.2% |
| Q3 2016 | $798,000 | +15.3% | 32,175 | +11.6% | 0.15% | +15.0% |
| Q2 2016 | $692,000 | -14.1% | 28,842 | -14.6% | 0.13% | -17.0% |
| Q1 2016 | $806,000 | +29.8% | 33,767 | +38.2% | 0.15% | +27.5% |
| Q4 2015 | $621,000 | +6.7% | 24,437 | +3.1% | 0.12% | +0.8% |
| Q3 2015 | $582,000 | -15.3% | 23,692 | -5.8% | 0.12% | -7.0% |
| Q2 2015 | $687,000 | – | 25,153 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mercer Investments LLC | 2,284,517 | $54,782,711,000 | 63.81% |
| Alliance Wealth Management Group | 563,464 | $13,505,000 | 9.50% |
| HARVEST CAPITAL MANAGEMENT INC | 625,567 | $15,001,000 | 7.02% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,130,505 | $27,110,000 | 4.80% |
| Wharton Business Group, LLC | 1,184,795 | $28,411,000 | 3.36% |
| WESCAP Management Group, Inc. | 273,019 | $6,547,000 | 3.23% |
| BOK Financial Private Wealth, Inc. | 809,657 | $19,416,000 | 3.09% |
| Montecito Bank & Trust | 264,384 | $6,339,000 | 2.68% |
| CETERA INVESTMENT MANAGEMENT LLC | 149,747 | $3,591,000 | 2.12% |
| Hirtle Callaghan & Co LLC | 463,364 | $11,111,000 | 2.06% |