ISHARES TR's ticker is HEFV and the CUSIP is 46435G714. A total of 8 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $18,000 | +5.9% | 633 | 0.0% | 0.00% | – |
| Q1 2018 | $17,000 | 0.0% | 633 | +0.3% | 0.00% | – |
| Q4 2017 | $17,000 | 0.0% | 631 | 0.0% | 0.00% | – |
| Q3 2017 | $17,000 | 0.0% | 631 | +1.3% | 0.00% | – |
| Q2 2017 | $17,000 | +6.2% | 623 | 0.0% | 0.00% | – |
| Q1 2017 | $16,000 | -5.9% | 623 | -10.1% | 0.00% | – |
| Q4 2016 | $17,000 | 0.0% | 693 | 0.0% | 0.00% | – |
| Q3 2016 | $17,000 | 0.0% | 693 | 0.0% | 0.00% | – |
| Q2 2016 | $17,000 | – | 693 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LEVEL FOUR ADVISORY SERVICES, LLC | 91,661 | $2,457,000 | 0.22% |
| BANK OF AMERICA CORP /DE/ | 386,311 | $10,357,000 | 0.00% |
| SG Americas Securities, LLC | 10,296 | $276,000 | 0.00% |
| IFP Advisors, Inc | 2,083 | $56,000 | 0.00% |
| LPL Financial LLC | 13,919 | $373,000 | 0.00% |
| UBS Group AG | 87 | $2,000 | 0.00% |
| GOLDMAN SACHS GROUP INC | 13,368 | $358,000 | 0.00% |
| ROYAL BANK OF CANADA | 272 | $7,000 | 0.00% |
| Advisor Group, Inc. | 631 | $17,000 | 0.00% |