ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 178 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $367,000 | -11.4% | 11,615 | -3.9% | 0.02% | -6.2% |
| Q1 2022 | $414,000 | +1.2% | 12,089 | +5.4% | 0.02% | -15.8% |
| Q4 2021 | $409,000 | +16.2% | 11,469 | -9.9% | 0.02% | -40.6% |
| Q2 2020 | $352,000 | +3.8% | 12,736 | -12.3% | 0.03% | +3.2% |
| Q1 2020 | $339,000 | -32.7% | 14,528 | -11.9% | 0.03% | -13.9% |
| Q4 2019 | $504,000 | +27.9% | 16,483 | +24.0% | 0.04% | +20.0% |
| Q3 2019 | $394,000 | -1.3% | 13,288 | +0.2% | 0.03% | 0.0% |
| Q2 2019 | $399,000 | -0.5% | 13,257 | -3.6% | 0.03% | -11.8% |
| Q1 2019 | $401,000 | -29.2% | 13,757 | -35.5% | 0.03% | -32.0% |
| Q4 2018 | $566,000 | -74.8% | 21,326 | -71.6% | 0.05% | -82.2% |
| Q3 2018 | $2,247,000 | +115.2% | 75,083 | +112.9% | 0.28% | +51.9% |
| Q2 2018 | $1,044,000 | -35.1% | 35,273 | -37.0% | 0.18% | +86.9% |
| Q1 2018 | $1,608,000 | -15.6% | 55,991 | -12.8% | 0.10% | -50.3% |
| Q4 2017 | $1,905,000 | +107.7% | 64,198 | +102.7% | 0.20% | +33.6% |
| Q3 2017 | $917,000 | -42.3% | 31,678 | -43.4% | 0.15% | -34.6% |
| Q2 2017 | $1,589,000 | +215.3% | 55,945 | +190.2% | 0.23% | +178.0% |
| Q4 2016 | $504,000 | -56.6% | 19,277 | -58.8% | 0.08% | -50.3% |
| Q3 2016 | $1,161,000 | -27.5% | 46,799 | -29.9% | 0.16% | -45.4% |
| Q2 2016 | $1,601,000 | +68.2% | 66,770 | +67.4% | 0.30% | -0.7% |
| Q1 2016 | $952,000 | -71.5% | 39,881 | -70.7% | 0.30% | -76.3% |
| Q3 2015 | $3,346,000 | -99.9% | 136,225 | +13.4% | 1.28% | -20.1% |
| Q2 2015 | $3,281,133,000 | – | 120,144 | – | 1.60% | – |
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% |