ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 209 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $3,447,000 | +12.4% | 119,383 | +0.5% | 0.04% | -2.2% |
| Q4 2018 | $3,066,000 | -10.9% | 118,786 | +3.3% | 0.04% | +2.3% |
| Q3 2018 | $3,443,000 | +1.2% | 115,007 | -2.9% | 0.04% | -6.4% |
| Q2 2018 | $3,402,000 | -0.0% | 118,473 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $3,403,000 | +26.4% | 118,473 | +30.6% | 0.05% | +30.6% |
| Q4 2017 | $2,693,000 | +25.0% | 90,727 | +21.9% | 0.04% | +16.1% |
| Q3 2017 | $2,154,000 | +11.2% | 74,440 | +9.2% | 0.03% | -6.1% |
| Q2 2017 | $1,937,000 | +14.8% | 68,161 | +11.1% | 0.03% | +13.8% |
| Q1 2017 | $1,688,000 | -22.0% | 61,332 | -26.0% | 0.03% | -17.1% |
| Q4 2016 | $2,165,000 | +27.2% | 82,877 | +19.7% | 0.04% | -10.3% |
| Q4 2015 | $1,702,000 | 0.0% | 69,252 | 0.0% | 0.04% | 0.0% |
| Q3 2015 | $1,702,000 | – | 69,252 | – | 0.04% | – |
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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% |