ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 186 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2017 | $277,000 | -16.6% | 9,347 | -18.4% | 0.18% | -18.9% |
Q3 2017 | $332,000 | -94.0% | 11,459 | -94.1% | 0.23% | -93.8% |
Q2 2017 | $5,560,000 | +250.6% | 195,621 | +239.5% | 3.68% | +108.0% |
Q1 2017 | $1,586,000 | +325.2% | 57,620 | +268.3% | 1.77% | +555.2% |
Q1 2016 | $373,000 | -56.9% | 15,646 | -54.1% | 0.27% | -72.7% |
Q4 2015 | $866,000 | +143.9% | 34,091 | +162.0% | 0.99% | +215.3% |
Q2 2015 | $355,000 | -92.9% | 13,013 | -92.7% | 0.31% | -89.7% |
Q1 2015 | $4,967,000 | – | 177,548 | – | 3.06% | – |
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% |