ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 227 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $823,214 | -0.1% | 23,153 | -2.0% | 0.23% | -1.3% |
| Q1 2024 | $824,258 | +22.7% | 23,631 | +10.8% | 0.23% | +7.5% |
| Q4 2023 | $671,770 | +17.3% | 21,319 | +12.0% | 0.21% | -2.3% |
| Q3 2023 | $572,915 | +1.2% | 19,034 | +4.3% | 0.22% | +2.3% |
| Q2 2023 | $565,906 | +8.5% | 18,255 | +3.1% | 0.21% | +12.1% |
| Q1 2023 | $521,614 | -23.1% | 17,700 | -29.5% | 0.19% | -20.2% |
| Q4 2022 | $678,181 | -99.9% | 25,118 | +18.7% | 0.24% | +0.4% |
| Q3 2022 | $632,348,000 | – | 21,155 | – | 0.24% | – |
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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% |