ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 200 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $942,000 | -20.0% | 38,927 | +1.0% | 0.04% | +2.5% |
Q4 2019 | $1,177,000 | -2.9% | 38,536 | -4.9% | 0.04% | -7.0% |
Q3 2019 | $1,212,000 | -6.1% | 40,501 | -6.4% | 0.04% | -4.4% |
Q2 2019 | $1,291,000 | +2.5% | 43,286 | -0.7% | 0.04% | +4.7% |
Q1 2019 | $1,259,000 | +0.8% | 43,586 | -9.6% | 0.04% | -12.2% |
Q4 2018 | $1,249,000 | -38.6% | 48,216 | -29.1% | 0.05% | -30.0% |
Q3 2018 | $2,034,000 | -13.7% | 68,047 | -14.5% | 0.07% | -21.3% |
Q2 2018 | $2,358,000 | -39.9% | 79,582 | -41.7% | 0.09% | -41.1% |
Q1 2018 | $3,921,000 | -38.1% | 136,500 | -36.0% | 0.15% | -40.1% |
Q4 2017 | $6,339,000 | +7.9% | 213,416 | +5.1% | 0.25% | -0.4% |
Q3 2017 | $5,877,000 | -20.8% | 203,064 | -22.2% | 0.25% | -23.6% |
Q2 2017 | $7,423,000 | +17.8% | 261,125 | +14.0% | 0.33% | +1.5% |
Q1 2017 | $6,304,000 | +9.5% | 228,982 | +3.9% | 0.33% | +12.0% |
Q4 2016 | $5,755,000 | -9.2% | 220,317 | -13.8% | 0.29% | -13.4% |
Q3 2016 | $6,339,000 | +47.2% | 255,482 | +42.2% | 0.34% | +40.0% |
Q2 2016 | $4,307,000 | +763.1% | 179,695 | +759.5% | 0.24% | +757.1% |
Q1 2016 | $499,000 | -40.7% | 20,907 | -37.0% | 0.03% | -36.4% |
Q4 2015 | $842,000 | – | 33,196 | – | 0.04% | – |
Download |
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% |