ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 228 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $11,000 | 0.0% | 368 | +2.2% | 0.01% | 0.0% |
| Q2 2019 | $11,000 | +22.2% | 360 | +1.1% | 0.01% | 0.0% |
| Q4 2018 | $9,000 | -10.0% | 356 | +1.1% | 0.01% | 0.0% |
| Q3 2018 | $10,000 | +400.0% | 352 | +528.6% | 0.01% | +400.0% |
| Q1 2018 | $2,000 | 0.0% | 56 | -13.8% | 0.00% | 0.0% |
| Q4 2017 | $2,000 | +100.0% | 65 | +32.7% | 0.00% | 0.0% |
| Q3 2017 | $1,000 | -50.0% | 49 | -27.9% | 0.00% | 0.0% |
| Q2 2017 | $2,000 | – | 68 | – | 0.00% | – |
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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% |