ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,174 | -2.9% | 338 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10,478 | +5.2% | 338 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $9,961 | +9.1% | 338 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9,126 | -8.7% | 338 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | -9.1% | 338 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $11,000 | 0.0% | 338 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | -8.3% | 338 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $12,000 | – | 338 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mercer Investments LLC | 2,284,517 | $54,782,711,000 | 63.81% |
| Alliance Wealth Management Group | 563,464 | $13,505,000 | 9.50% |
| HARVEST CAPITAL MANAGEMENT INC | 625,567 | $15,001,000 | 7.02% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,130,505 | $27,110,000 | 4.80% |
| Wharton Business Group, LLC | 1,184,795 | $28,411,000 | 3.36% |
| WESCAP Management Group, Inc. | 273,019 | $6,547,000 | 3.23% |
| BOK Financial Private Wealth, Inc. | 809,657 | $19,416,000 | 3.09% |
| Montecito Bank & Trust | 264,384 | $6,339,000 | 2.68% |
| CETERA INVESTMENT MANAGEMENT LLC | 149,747 | $3,591,000 | 2.12% |
| Hirtle Callaghan & Co LLC | 463,364 | $11,111,000 | 2.06% |