ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 221 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,000 | +100.0% | 47 | -4.1% | 0.00% | 0.0% |
| Q4 2020 | $1,000 | 0.0% | 49 | +4.3% | 0.00% | 0.0% |
| Q3 2020 | $1,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | -97.1% | 47 | -96.8% | 0.00% | -96.3% |
| Q1 2020 | $35,000 | -35.2% | 1,447 | -18.6% | 0.03% | -18.2% |
| Q4 2019 | $54,000 | +1.9% | 1,777 | 0.0% | 0.03% | -5.7% |
| Q3 2019 | $53,000 | 0.0% | 1,777 | +0.1% | 0.04% | -2.8% |
| Q2 2019 | $53,000 | +8.2% | 1,775 | +2.7% | 0.04% | 0.0% |
| Q1 2019 | $49,000 | +14.0% | 1,729 | +1.9% | 0.04% | -5.3% |
| Q4 2018 | $43,000 | -24.6% | 1,697 | -10.8% | 0.04% | -2.6% |
| Q3 2018 | $57,000 | +3.6% | 1,902 | +3.1% | 0.04% | -4.9% |
| Q2 2018 | $55,000 | +77.4% | 1,845 | +70.0% | 0.04% | +70.8% |
| Q1 2018 | $31,000 | -3.1% | 1,085 | +0.3% | 0.02% | +4.3% |
| Q4 2017 | $32,000 | – | 1,082 | – | 0.02% | – |
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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% |