ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 134 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 46.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $657 | +66.3% | 21,220 | +58.0% | 0.01% | +20.0% |
| Q1 2023 | $395 | -99.9% | 13,433 | -21.4% | 0.01% | -16.7% |
| Q2 2022 | $544,000 | +19.3% | 17,098 | +14.0% | 0.01% | -33.3% |
| Q4 2020 | $456,000 | -5.0% | 14,994 | -7.0% | 0.01% | -70.0% |
| Q2 2019 | $480,000 | +88.2% | 16,116 | +82.6% | 0.03% | -90.5% |
| Q3 2017 | $255,000 | -41.0% | 8,826 | -51.1% | 0.32% | +20.6% |
| Q2 2016 | $432,000 | – | 18,052 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mercer Investments LLC | 3,002,092 | $74,481,906,000 | 43.55% |
| Alliance Wealth Management Group | 542,595 | $13,458,000 | 9.46% |
| PARK AVENUE SECURITIES LLC | 551,113 | $13,684,000 | 8.03% |
| HARVEST CAPITAL MANAGEMENT INC | 617,732 | $15,375,000 | 7.01% |
| WESCAP Management Group, Inc. | 457,375 | $11,347,000 | 5.92% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,073,236 | $26,627,000 | 4.72% |
| CETERA INVESTMENT MANAGEMENT LLC | 229,664 | $5,698,000 | 3.66% |
| Wharton Business Group, LLC | 959,470 | $23,804,000 | 2.93% |
| Montecito Bank & Trust | 278,253 | $6,903,000 | 2.84% |
| BOK Financial Private Wealth, Inc. | 679,506 | $16,859,000 | 2.55% |