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 | $8,284,015,000 | -68.6% | 794,521 | -12.8% | 22.34% | -54.7% |
| Q3 2017 | $26,364,594,000 | +54.9% | 911,009 | +52.1% | 49.26% | +29.1% |
| Q2 2017 | $17,019,102,000 | -3.0% | 598,842 | -6.5% | 38.17% | +12.2% |
| Q1 2017 | $17,541,307,000 | -36.3% | 640,750 | -39.2% | 34.03% | -32.3% |
| Q4 2016 | $27,535,043,000 | -63.0% | 1,054,175 | -64.9% | 50.28% | +15.5% |
| Q3 2016 | $74,481,906,000 | +36.0% | 3,002,092 | +31.4% | 43.55% | -31.8% |
| Q2 2016 | $54,782,711,000 | -20.1% | 2,284,517 | -20.5% | 63.81% | -5.5% |
| Q1 2016 | $68,556,428,000 | -23.5% | 2,872,075 | -18.6% | 67.55% | -5.7% |
| Q4 2015 | $89,625,725,000 | +4.2% | 3,528,572 | +0.9% | 71.65% | +1.8% |
| Q3 2015 | $85,972,680,000 | -10.9% | 3,497,668 | -1.0% | 70.39% | +10.7% |
| Q2 2015 | $96,524,110,000 | +30.7% | 3,534,387 | +33.4% | 63.58% | -8.1% |
| Q1 2015 | $73,846,955,000 | – | 2,648,743 | – | 69.18% | – |
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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% |