ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 231 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $344,599 | -11.7% | 9,692 | -13.4% | 0.05% | -17.7% |
| Q1 2024 | $390,412 | +9660.3% | 11,193 | +8926.6% | 0.06% | +6100.0% |
| Q2 2022 | $4,000 | -98.0% | 124 | -98.2% | 0.00% | -99.3% |
| Q1 2018 | $198,000 | +12.5% | 7,020 | +23.0% | 0.15% | +11.4% |
| Q4 2017 | $176,000 | +151.4% | 5,709 | +136.4% | 0.13% | +109.5% |
| Q3 2017 | $70,000 | +89.2% | 2,415 | +85.2% | 0.06% | +61.5% |
| Q2 2017 | $37,000 | +311.1% | 1,304 | +285.8% | 0.04% | +333.3% |
| Q1 2017 | $9,000 | -52.6% | 338 | -52.1% | 0.01% | -65.4% |
| Q4 2016 | $19,000 | – | 706 | – | 0.03% | – |
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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% |