ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 195 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $12,000 | +9.1% | 411 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | -91.3% | 411 | -90.3% | 0.00% | -91.3% |
| Q3 2018 | $126,000 | -57.6% | 4,224 | -57.8% | 0.05% | -59.3% |
| Q2 2018 | $297,000 | +3.1% | 10,018 | 0.0% | 0.11% | +0.9% |
| Q1 2018 | $288,000 | -3.7% | 10,018 | -0.7% | 0.11% | -8.2% |
| Q4 2017 | $299,000 | -8.8% | 10,089 | -11.0% | 0.12% | -15.9% |
| Q3 2017 | $328,000 | -10.4% | 11,339 | -12.0% | 0.14% | -17.1% |
| Q2 2017 | $366,000 | +3.1% | 12,885 | 0.0% | 0.18% | -0.6% |
| Q1 2017 | $355,000 | +9.9% | 12,885 | +4.3% | 0.18% | +4.1% |
| Q4 2016 | $323,000 | +124.3% | 12,353 | +113.4% | 0.17% | +119.5% |
| Q3 2016 | $144,000 | +3.6% | 5,788 | 0.0% | 0.08% | 0.0% |
| Q2 2016 | $139,000 | +59.8% | 5,788 | +57.9% | 0.08% | +57.1% |
| Q1 2016 | $87,000 | – | 3,665 | – | 0.05% | – |
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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% |