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 2023 | $234,050 | +5.2% | 7,550 | 0.0% | 0.00% | +33.3% |
| Q1 2023 | $222,499 | +9.1% | 7,550 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $203,850 | -9.8% | 7,550 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $226,000 | -2.6% | 7,550 | +3.4% | 0.00% | -25.0% |
| Q2 2022 | $232,000 | +35.7% | 7,305 | +44.5% | 0.00% | +100.0% |
| Q1 2022 | $171,000 | +1.2% | 5,055 | +5.1% | 0.00% | -33.3% |
| Q4 2021 | $169,000 | +2.4% | 4,810 | 0.0% | 0.00% | +50.0% |
| Q3 2021 | $165,000 | -0.6% | 4,810 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $166,000 | +5.1% | 4,810 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $158,000 | +8.2% | 4,810 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $146,000 | +10.6% | 4,810 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $132,000 | 0.0% | 4,810 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $132,000 | +13.8% | 4,810 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $116,000 | – | 4,810 | – | 0.00% | – |
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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% |