ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 195 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $12,378,000 | +1.2% | 418,115 | -1.8% | 7.94% | -0.9% |
| Q1 2018 | $12,231,000 | -52.0% | 425,865 | -50.3% | 8.02% | -3.2% |
| Q4 2017 | $25,456,000 | +103.8% | 857,510 | +98.7% | 8.28% | +7.8% |
| Q3 2017 | $12,490,000 | +3.1% | 431,596 | +1.3% | 7.68% | -6.7% |
| Q2 2017 | $12,109,000 | +5.0% | 426,073 | +1.7% | 8.24% | +0.2% |
| Q1 2017 | $11,533,000 | – | 419,068 | – | 8.22% | – |
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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% |