ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 162 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $5,481 | -8.6% | 203 | 0.0% | 0.00% | -100.0% |
Q3 2022 | $6,000 | -98.2% | 203 | -98.3% | 0.00% | -97.1% |
Q3 2020 | $335,000 | -37.5% | 12,165 | -37.3% | 0.03% | -40.4% |
Q2 2020 | $536,000 | -29.7% | 19,417 | -38.3% | 0.06% | -41.8% |
Q1 2020 | $762,000 | -32.3% | 31,490 | -14.7% | 0.10% | -21.6% |
Q4 2019 | $1,126,000 | +1.9% | 36,903 | 0.0% | 0.12% | -6.0% |
Q3 2019 | $1,105,000 | +0.5% | 36,903 | 0.0% | 0.13% | +1.5% |
Q2 2019 | $1,100,000 | +3.3% | 36,903 | 0.0% | 0.13% | +6.5% |
Q1 2019 | $1,065,000 | +11.9% | 36,903 | 0.0% | 0.12% | 0.0% |
Q4 2018 | $952,000 | -13.8% | 36,903 | 0.0% | 0.12% | -6.1% |
Q3 2018 | $1,105,000 | +1.1% | 36,903 | 0.0% | 0.13% | -3.0% |
Q2 2018 | $1,093,000 | +3.1% | 36,903 | 0.0% | 0.14% | +2.3% |
Q1 2018 | $1,060,000 | -21.2% | 36,903 | -18.6% | 0.13% | -18.0% |
Q4 2017 | $1,346,000 | +1.8% | 45,356 | -0.7% | 0.16% | -1.8% |
Q3 2017 | $1,322,000 | -0.8% | 45,696 | -2.5% | 0.16% | -3.5% |
Q2 2017 | $1,332,000 | -3.8% | 46,868 | -6.9% | 0.17% | -5.0% |
Q1 2017 | $1,385,000 | -5.3% | 50,323 | -10.1% | 0.18% | -20.8% |
Q4 2016 | $1,463,000 | +2.2% | 55,996 | -3.0% | 0.23% | +5.1% |
Q3 2016 | $1,432,000 | -21.6% | 57,729 | -24.2% | 0.22% | -24.0% |
Q2 2016 | $1,826,000 | -2.5% | 76,128 | -3.0% | 0.28% | -6.3% |
Q1 2016 | $1,873,000 | – | 78,483 | – | 0.30% | – |
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% |