ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 176 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $241,000 | -21.0% | 7,564 | -15.7% | 0.41% | +5.4% |
| Q1 2022 | $305,000 | +2.0% | 8,972 | +6.1% | 0.39% | -23.6% |
| Q4 2021 | $299,000 | -14.6% | 8,458 | -16.8% | 0.51% | -15.5% |
| Q3 2021 | $350,000 | -4.9% | 10,166 | -4.4% | 0.61% | -6.6% |
| Q2 2021 | $368,000 | +8.2% | 10,637 | +3.1% | 0.65% | +28.5% |
| Q1 2021 | $340,000 | -69.9% | 10,314 | -72.2% | 0.51% | -50.8% |
| Q4 2020 | $1,129,000 | +12.8% | 37,055 | +2.0% | 1.03% | +8.1% |
| Q3 2020 | $1,001,000 | -12.9% | 36,337 | -12.8% | 0.95% | -13.7% |
| Q2 2020 | $1,149,000 | +21.1% | 41,664 | +6.2% | 1.10% | -18.4% |
| Q1 2020 | $949,000 | -0.9% | 39,217 | +25.0% | 1.35% | +43.4% |
| Q4 2019 | $958,000 | – | 31,385 | – | 0.94% | – |
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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% |