ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 162 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $275,000 | -47.3% | 10,685 | -38.8% | 0.04% | -36.6% |
| Q3 2018 | $522,000 | -23.3% | 17,445 | -24.1% | 0.07% | -24.5% |
| Q2 2018 | $681,000 | -51.4% | 22,990 | -52.9% | 0.09% | -50.8% |
| Q1 2018 | $1,401,000 | -58.5% | 48,795 | -57.0% | 0.19% | -55.2% |
| Q4 2017 | $3,372,000 | -3.6% | 113,565 | -6.0% | 0.43% | -7.0% |
| Q3 2017 | $3,498,000 | +1.6% | 120,860 | -0.2% | 0.46% | -0.2% |
| Q2 2017 | $3,442,000 | -0.5% | 121,095 | -3.7% | 0.46% | -4.2% |
| Q1 2017 | $3,461,000 | -29.8% | 125,775 | -33.4% | 0.48% | -33.2% |
| Q4 2016 | $4,932,000 | +62.7% | 188,825 | +54.6% | 0.72% | +56.6% |
| Q3 2016 | $3,031,000 | -35.7% | 122,175 | -37.8% | 0.46% | -37.4% |
| Q2 2016 | $4,712,000 | +21.6% | 196,515 | +21.0% | 0.73% | +7.3% |
| Q1 2016 | $3,876,000 | -9.9% | 162,375 | -4.1% | 0.68% | -9.5% |
| Q4 2015 | $4,302,000 | – | 169,353 | – | 0.75% | – |
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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% |