ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 198 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,421,439 | +3.3% | 39,979 | +1.3% | 0.11% | -1.8% |
| Q1 2024 | $1,376,035 | +10.0% | 39,451 | -0.6% | 0.11% | +2.8% |
| Q4 2023 | $1,250,490 | +7.2% | 39,686 | +2.4% | 0.11% | -1.8% |
| Q3 2023 | $1,166,255 | +463.4% | 38,746 | +383.1% | 0.11% | +150.0% |
| Q4 2018 | $207,000 | -99.7% | 8,021 | -99.6% | 0.04% | -95.0% |
| Q3 2018 | $69,907,000 | +354.4% | 2,036,737 | +349.3% | 0.88% | +408.7% |
| Q2 2018 | $15,384,000 | +777.6% | 453,362 | +631.1% | 0.17% | -48.2% |
| Q1 2018 | $1,753,000 | -0.5% | 62,009 | +7.3% | 0.33% | +0.9% |
| Q4 2017 | $1,762,000 | -13.5% | 57,790 | -17.3% | 0.33% | -21.6% |
| Q3 2017 | $2,038,000 | -1.9% | 69,907 | -5.4% | 0.42% | -9.4% |
| Q2 2017 | $2,078,000 | +134.3% | 73,881 | +127.7% | 0.47% | +112.8% |
| Q1 2017 | $887,000 | – | 32,442 | – | 0.22% | – |
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% |