ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 228 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $293,000 | -49.0% | 9,589 | -50.0% | 0.02% | -52.4% |
Q3 2019 | $574,000 | -19.7% | 19,183 | -20.0% | 0.04% | -20.8% |
Q2 2019 | $715,000 | +3.3% | 23,983 | 0.0% | 0.05% | 0.0% |
Q1 2019 | $692,000 | -95.6% | 23,983 | -95.6% | 0.05% | -95.9% |
Q1 2018 | $15,595,000 | -16.3% | 543,005 | -13.5% | 1.30% | -14.4% |
Q4 2017 | $18,643,000 | +27.4% | 628,040 | +24.2% | 1.52% | +23.4% |
Q3 2017 | $14,639,000 | -26.8% | 505,855 | -28.1% | 1.24% | -29.3% |
Q2 2017 | $20,007,000 | +14.0% | 703,974 | +10.4% | 1.75% | +10.9% |
Q1 2017 | $17,550,000 | +83.5% | 637,719 | +74.2% | 1.58% | +77.6% |
Q4 2016 | $9,565,000 | -38.1% | 366,189 | -41.2% | 0.89% | -37.7% |
Q3 2016 | $15,451,000 | – | 622,756 | – | 1.42% | – |
Download |
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% |