ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 200 filers reported holding ISHARES TR in Q1 2022. 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 | 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% |