ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 448 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $501,014 | +457.0% | 14,091 | +446.4% | 0.02% | +400.0% |
Q1 2024 | $89,956 | +5.6% | 2,579 | -4.6% | 0.00% | 0.0% |
Q4 2023 | $85,172 | +279.3% | 2,703 | +262.3% | 0.00% | +300.0% |
Q3 2023 | $22,454 | -71.4% | 746 | -71.0% | 0.00% | -50.0% |
Q2 2023 | $78,609 | +239.8% | 2,574 | +234.7% | 0.00% | +100.0% |
Q1 2023 | $23,131 | +5487.2% | 769 | -94.4% | 0.00% | -90.9% |
Q4 2022 | $414 | -99.9% | 13,784 | +13.8% | 0.01% | +10.0% |
Q3 2022 | $365,000 | +12.3% | 12,108 | +12.8% | 0.01% | 0.0% |
Q2 2022 | $325,000 | -5.8% | 10,736 | -5.9% | 0.01% | +150.0% |
Q1 2022 | $345,000 | +1337.5% | 11,405 | +1604.8% | 0.00% | – |
Q4 2021 | $24,000 | +4.3% | 669 | +0.9% | 0.00% | – |
Q3 2021 | $23,000 | 0.0% | 663 | +1.1% | 0.00% | – |
Q2 2021 | $23,000 | +64.3% | 656 | +59.2% | 0.00% | – |
Q1 2021 | $14,000 | 0.0% | 412 | -1.0% | 0.00% | -100.0% |
Q4 2020 | $14,000 | -71.4% | 416 | -76.5% | 0.00% | -66.7% |
Q3 2020 | $49,000 | +226.7% | 1,772 | +241.4% | 0.00% | +200.0% |
Q2 2020 | $15,000 | -44.4% | 519 | -52.9% | 0.00% | -66.7% |
Q1 2020 | $27,000 | -99.7% | 1,103 | -99.6% | 0.00% | -99.5% |
Q4 2019 | $7,941,000 | +22.8% | 257,877 | +18.5% | 0.60% | +37.9% |
Q3 2019 | $6,468,000 | -4.2% | 217,527 | -7.1% | 0.43% | -53.0% |
Q1 2019 | $6,751,000 | +117.9% | 234,029 | +95.4% | 0.92% | +387.8% |
Q4 2018 | $3,098,000 | -38.2% | 119,764 | -28.4% | 0.19% | -7.4% |
Q3 2018 | $5,010,000 | -5.8% | 167,335 | -6.9% | 0.20% | -8.9% |
Q2 2018 | $5,319,000 | +311.4% | 179,652 | +312.5% | 0.22% | +279.7% |
Q1 2018 | $1,293,000 | 0.0% | 43,552 | 0.0% | 0.06% | 0.0% |
Q4 2017 | $1,293,000 | +9.1% | 43,552 | +6.3% | 0.06% | +25.5% |
Q3 2017 | $1,185,000 | -34.5% | 40,958 | -35.7% | 0.05% | -39.0% |
Q2 2017 | $1,810,000 | +72.7% | 63,688 | +67.3% | 0.08% | +67.4% |
Q1 2017 | $1,048,000 | +37.7% | 38,066 | +30.7% | 0.05% | +24.3% |
Q4 2016 | $761,000 | +7.3% | 29,124 | +2.0% | 0.04% | 0.0% |
Q3 2016 | $709,000 | +0.9% | 28,563 | -2.6% | 0.04% | -5.1% |
Q2 2016 | $703,000 | -89.6% | 29,311 | -87.5% | 0.04% | -95.8% |
Q1 2016 | $6,751,000 | +14263.8% | 234,029 | +12639.7% | 0.92% | +30633.3% |
Q4 2015 | $47,000 | – | 1,837 | – | 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% |