ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 169 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $26,827 | +5.4% | 851 | +0.7% | 0.00% | 0.0% |
| Q3 2023 | $25,460 | -30.1% | 845 | -28.0% | 0.00% | -33.3% |
| Q2 2023 | $36,418 | +47.5% | 1,174 | +40.3% | 0.00% | +50.0% |
| Q1 2023 | $24,689 | +107243.5% | 837 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $23 | -99.9% | 837 | -40.1% | 0.00% | -50.0% |
| Q3 2022 | $42,000 | +75.0% | 1,398 | +85.9% | 0.00% | +100.0% |
| Q2 2022 | $24,000 | -7.7% | 752 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $26,000 | -3.7% | 752 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $27,000 | +3.8% | 752 | +0.8% | 0.00% | -33.3% |
| Q3 2021 | $26,000 | 0.0% | 746 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $26,000 | +8.3% | 742 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $24,000 | -17.2% | 742 | -29.1% | 0.00% | 0.0% |
| Q3 2020 | $29,000 | +163.6% | 1,047 | +161.8% | 0.00% | +50.0% |
| Q3 2018 | $11,000 | – | 400 | – | 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% |