ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 196 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $439,247 | -41.6% | 12,354 | -42.7% | 0.03% | -45.8% |
| Q1 2024 | $752,432 | -39.8% | 21,572 | -50.4% | 0.05% | -80.1% |
| Q1 2018 | $1,250,000 | -16.9% | 43,510 | -14.1% | 0.24% | -16.3% |
| Q4 2017 | $1,504,000 | +32.3% | 50,663 | +29.6% | 0.29% | +20.0% |
| Q3 2017 | $1,137,000 | -53.3% | 39,103 | -54.4% | 0.24% | -56.7% |
| Q2 2017 | $2,437,000 | -4.5% | 85,741 | -9.5% | 0.55% | -6.1% |
| Q1 2017 | $2,553,000 | +570.1% | 94,786 | +549.6% | 0.59% | +451.4% |
| Q4 2016 | $381,000 | -94.8% | 14,591 | -95.0% | 0.11% | -96.8% |
| Q4 2015 | $7,375,000 | – | 290,358 | – | 3.35% | – |
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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% |