ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 195 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $536,000 | +20.4% | 17,913 | +19.9% | 0.39% | +19.8% |
| Q2 2019 | $445,000 | +2.5% | 14,938 | -0.7% | 0.32% | -4.1% |
| Q1 2019 | $434,000 | +60.1% | 15,036 | +43.1% | 0.34% | +38.5% |
| Q4 2018 | $271,000 | -62.9% | 10,511 | -56.9% | 0.24% | -66.7% |
| Q3 2018 | $730,000 | -65.6% | 24,372 | -66.0% | 0.73% | -72.8% |
| Q2 2018 | $2,124,000 | – | 71,755 | – | 2.70% | – |
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% |