ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 175 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $211,000 | -9.8% | 6,624 | -3.9% | 0.05% | 0.0% |
| Q1 2022 | $234,000 | -14.3% | 6,893 | -10.9% | 0.05% | -14.3% |
| Q4 2021 | $273,000 | +2.6% | 7,735 | -0.1% | 0.06% | -11.3% |
| Q3 2021 | $266,000 | -15.3% | 7,744 | -14.5% | 0.07% | -16.5% |
| Q2 2021 | $314,000 | -4.3% | 9,057 | -8.8% | 0.08% | -13.3% |
| Q1 2021 | $328,000 | +3.1% | 9,934 | -4.8% | 0.10% | -5.8% |
| Q4 2020 | $318,000 | +13.2% | 10,433 | -1.3% | 0.10% | -1.9% |
| Q3 2020 | $281,000 | -32.9% | 10,568 | -30.5% | 0.11% | -37.6% |
| Q2 2020 | $419,000 | +6.9% | 15,201 | -1.1% | 0.17% | -1.2% |
| Q1 2020 | $392,000 | -54.6% | 15,368 | -45.7% | 0.17% | -45.7% |
| Q4 2019 | $864,000 | +29.3% | 28,318 | +27.0% | 0.32% | -39.2% |
| Q3 2019 | $668,000 | +31.2% | 22,300 | +30.6% | 0.52% | +27.1% |
| Q2 2019 | $509,000 | +115.7% | 17,069 | +109.1% | 0.41% | +104.0% |
| Q1 2019 | $236,000 | – | 8,162 | – | 0.20% | – |
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% |