ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 198 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $205,000 | -76.5% | 6,443 | -75.3% | 0.16% | -72.4% |
| Q3 2021 | $871,000 | -3.8% | 26,069 | -0.2% | 0.58% | +5.3% |
| Q2 2021 | $905,000 | -8.2% | 26,113 | -19.3% | 0.55% | -32.9% |
| Q4 2020 | $986,000 | -21.9% | 32,373 | -29.2% | 0.82% | -29.2% |
| Q3 2020 | $1,262,000 | 0.0% | 45,743 | 0.0% | 1.16% | 0.0% |
| Q2 2020 | $1,262,000 | -99.9% | 45,743 | -32.7% | 1.16% | -22.6% |
| Q1 2020 | $1,630,044,000 | -12.4% | 67,955 | +11.5% | 1.50% | -7.3% |
| Q4 2019 | $1,860,373,000 | +709966.0% | 60,966 | +689.1% | 1.62% | +998.6% |
| Q1 1987 | $262,000 | – | 7,726 | – | 0.15% | – |
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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% |