ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 222 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $215,000 | -75.3% | 6,387 | -77.6% | 0.02% | -76.9% |
| Q4 2020 | $871,000 | +6.5% | 28,576 | -2.3% | 0.06% | +8.3% |
| Q3 2020 | $818,000 | -2.0% | 29,240 | -3.2% | 0.06% | -9.1% |
| Q2 2020 | $835,000 | +0.7% | 30,219 | -2.0% | 0.07% | -2.9% |
| Q1 2020 | $829,000 | -15.3% | 30,836 | -3.9% | 0.07% | -10.5% |
| Q4 2019 | $979,000 | -0.3% | 32,096 | -2.1% | 0.08% | -3.8% |
| Q3 2019 | $982,000 | +23.5% | 32,790 | +15.6% | 0.08% | +12.9% |
| Q2 2019 | $795,000 | -51.6% | 28,370 | -50.1% | 0.07% | -44.0% |
| Q1 2019 | $1,642,000 | -73.7% | 56,864 | -76.5% | 0.12% | -75.2% |
| Q4 2018 | $6,235,000 | -11.6% | 241,586 | +2.6% | 0.50% | -4.4% |
| Q3 2018 | $7,050,000 | +1.9% | 235,471 | +0.8% | 0.53% | -1.3% |
| Q2 2018 | $6,918,000 | +10.5% | 233,668 | +7.2% | 0.53% | +6.6% |
| Q1 2018 | $6,262,000 | -5.6% | 218,024 | -2.4% | 0.50% | -2.3% |
| Q4 2017 | $6,634,000 | – | 223,479 | – | 0.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mercer Investments LLC | 2,284,517 | $54,782,711,000 | 63.81% |
| Alliance Wealth Management Group | 563,464 | $13,505,000 | 9.50% |
| HARVEST CAPITAL MANAGEMENT INC | 625,567 | $15,001,000 | 7.02% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,130,505 | $27,110,000 | 4.80% |
| Wharton Business Group, LLC | 1,184,795 | $28,411,000 | 3.36% |
| WESCAP Management Group, Inc. | 273,019 | $6,547,000 | 3.23% |
| BOK Financial Private Wealth, Inc. | 809,657 | $19,416,000 | 3.09% |
| Montecito Bank & Trust | 264,384 | $6,339,000 | 2.68% |
| CETERA INVESTMENT MANAGEMENT LLC | 149,747 | $3,591,000 | 2.12% |
| Hirtle Callaghan & Co LLC | 463,364 | $11,111,000 | 2.06% |