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 | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $2,672,000 | +2.6% | 90,000 | 0.0% | 0.18% | +1888.9% |
| Q3 2017 | $2,605,000 | +1.8% | 90,000 | 0.0% | 0.01% | +12.5% |
| Q2 2017 | $2,558,000 | +3.3% | 90,000 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $2,477,000 | +5.4% | 90,000 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $2,351,000 | +5.3% | 90,000 | 0.0% | 0.01% | +14.3% |
| Q3 2016 | $2,233,000 | +3.5% | 90,000 | 0.0% | 0.01% | -12.5% |
| Q2 2016 | $2,158,000 | +0.5% | 90,000 | 0.0% | 0.01% | -20.0% |
| Q1 2016 | $2,148,000 | -6.0% | 90,000 | 0.0% | 0.01% | -9.1% |
| Q4 2015 | $2,286,000 | +3.3% | 90,000 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $2,212,000 | +13.4% | 90,000 | +26.0% | 0.01% | +22.2% |
| Q2 2015 | $1,951,000 | +47.5% | 71,437 | +50.6% | 0.01% | +50.0% |
| Q1 2015 | $1,323,000 | – | 47,437 | – | 0.01% | – |
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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% |