Berman Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 222 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Berman Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$000.00%
Q2 2021$000.00%
Q1 2021$000.00%
Q4 2020$000.00%
Q3 2020$000.00%
Q2 2020$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q4 2017$221,0007,4450.07%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Mercer Investments LLC 3,002,092$74,481,906,00043.55%
Alliance Wealth Management Group 542,595$13,458,0009.46%
PARK AVENUE SECURITIES LLC 551,113$13,684,0008.03%
HARVEST CAPITAL MANAGEMENT INC 617,732$15,375,0007.01%
WESCAP Management Group, Inc. 457,375$11,347,0005.92%
COLDSTREAM CAPITAL MANAGEMENT INC 1,073,236$26,627,0004.72%
CETERA INVESTMENT MANAGEMENT LLC 229,664$5,698,0003.66%
Wharton Business Group, LLC 959,470$23,804,0002.93%
Montecito Bank & Trust 278,253$6,903,0002.84%
BOK Financial Private Wealth, Inc. 679,506$16,859,0002.55%
View complete list of ISHARES TR shareholders