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 | $389,000 | +3.7% | 12,961 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $375,000 | -33.3% | 12,961 | -34.4% | 0.00% | -33.3% |
| Q2 2017 | $562,000 | -75.2% | 19,753 | -76.0% | 0.01% | -71.4% |
| Q1 2017 | $2,266,000 | -47.0% | 82,334 | -49.2% | 0.02% | -41.7% |
| Q4 2016 | $4,278,000 | -42.2% | 162,201 | -45.6% | 0.04% | -45.5% |
| Q3 2016 | $7,400,000 | -7.2% | 298,250 | -10.5% | 0.07% | -7.0% |
| Q2 2016 | $7,977,000 | -12.1% | 333,058 | -12.4% | 0.07% | -11.2% |
| Q1 2016 | $9,076,000 | -32.7% | 380,223 | -27.8% | 0.08% | -32.8% |
| Q4 2015 | $13,484,000 | +35.5% | 526,677 | +30.1% | 0.12% | +36.8% |
| Q3 2015 | $9,952,000 | +131.8% | 404,887 | +157.6% | 0.09% | +171.9% |
| Q2 2015 | $4,293,000 | – | 157,177 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mercer Investments LLC | 1,054,175 | $27,535,043,000 | 50.28% |
| Alliance Wealth Management Group | 489,068 | $12,784,000 | 9.40% |
| WESCAP Management Group, Inc. | 647,249 | $16,906,000 | 8.65% |
| HARVEST CAPITAL MANAGEMENT INC | 637,975 | $16,663,000 | 7.30% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,475,413 | $38,538,000 | 6.27% |
| PARK AVENUE SECURITIES LLC | 454,201 | $12,018,000 | 5.94% |
| First Capital Advisors Group, LLC. | 225,436 | $5,888,000 | 5.45% |
| CETERA INVESTMENT MANAGEMENT LLC | 192,134 | $5,019,000 | 3.76% |
| Wharton Business Group, LLC | 1,083,585 | $28,303,000 | 3.35% |
| BOK Financial Private Wealth, Inc. | 670,407 | $17,511,000 | 2.66% |