ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 141 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $224,000 | -3.0% | 7,816 | +0.5% | 0.02% | 0.0% |
| Q4 2017 | $231,000 | +2.7% | 7,777 | 0.0% | 0.02% | -11.1% |
| Q3 2017 | $225,000 | -12.1% | 7,777 | -13.8% | 0.02% | -18.2% |
| Q2 2017 | $256,000 | +13.8% | 9,024 | +10.2% | 0.02% | +15.8% |
| Q1 2017 | $225,000 | -25.2% | 8,187 | -29.0% | 0.02% | -29.6% |
| Q4 2016 | $301,000 | -56.8% | 11,534 | -58.9% | 0.03% | -57.8% |
| Q3 2016 | $696,000 | +16.6% | 28,060 | +12.7% | 0.06% | +12.3% |
| Q2 2016 | $597,000 | -61.2% | 24,894 | -61.4% | 0.06% | -62.5% |
| Q1 2016 | $1,538,000 | -90.4% | 64,453 | -89.8% | 0.15% | -89.6% |
| Q4 2015 | $15,984,000 | – | 629,302 | – | 1.46% | – |
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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% |