ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 203 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,522,518 | -22.6% | 43,082 | -26.0% | 0.06% | -32.3% |
| Q1 2024 | $1,968,041 | +427.6% | 58,183 | +375.3% | 0.10% | +190.9% |
| Q4 2020 | $373,008 | +3.0% | 12,242 | -6.9% | 0.03% | -2.9% |
| Q3 2020 | $362,023 | -20.9% | 13,145 | -20.8% | 0.03% | -33.3% |
| Q2 2020 | $457,876 | -48.8% | 16,593 | -55.1% | 0.05% | -57.5% |
| Q1 2020 | $894,843 | -4.3% | 36,962 | +20.6% | 0.12% | +4.3% |
| Q4 2019 | $935,369 | +200.2% | 30,653 | +194.5% | 0.12% | +167.4% |
| Q3 2019 | $311,623 | +0.5% | 10,408 | +0.1% | 0.04% | -6.5% |
| Q2 2019 | $310,167 | +3.3% | 10,401 | 0.0% | 0.05% | -4.2% |
| Q1 2019 | $300,286 | – | 10,401 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mercer Investments LLC | 1,054,175 | $27,535,043,000 | 50.28% |
| Alliance Wealth Management Group | 489,068 | $12,784,000 | 9.40% |
| WESCAP Management Group, Inc. | 647,249 | $16,906,000 | 8.65% |
| HARVEST CAPITAL MANAGEMENT INC | 637,975 | $16,663,000 | 7.30% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,475,413 | $38,538,000 | 6.27% |
| PARK AVENUE SECURITIES LLC | 454,201 | $12,018,000 | 5.94% |
| First Capital Advisors Group, LLC. | 225,436 | $5,888,000 | 5.45% |
| CETERA INVESTMENT MANAGEMENT LLC | 192,134 | $5,019,000 | 3.76% |
| Wharton Business Group, LLC | 1,083,585 | $28,303,000 | 3.35% |
| BOK Financial Private Wealth, Inc. | 670,407 | $17,511,000 | 2.66% |