ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 203 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $43,000 | -37.7% | 1,366 | -32.6% | 0.00% | – |
| Q1 2022 | $69,000 | +6.2% | 2,027 | +10.8% | 0.00% | – |
| Q4 2021 | $65,000 | +3.2% | 1,830 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $63,000 | 0.0% | 1,830 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $63,000 | +40.0% | 1,830 | +34.0% | 0.00% | – |
| Q1 2021 | $45,000 | +2.3% | 1,366 | -5.1% | 0.00% | -100.0% |
| Q4 2020 | $44,000 | +15.8% | 1,439 | +5.3% | 0.00% | 0.0% |
| Q3 2020 | $38,000 | -11.6% | 1,366 | -12.6% | 0.00% | 0.0% |
| Q2 2020 | $43,000 | +616.7% | 1,563 | +693.4% | 0.00% | – |
| Q3 2019 | $6,000 | 0.0% | 197 | 0.0% | 0.00% | – |
| Q2 2019 | $6,000 | – | 197 | – | 0.00% | – |
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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% |