ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 200 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $6,000 | – | 181 | – | 0.00% | – |
Download | ||||||
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% |