ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 202 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,688,000 | +25.4% | 58,463 | +12.1% | 0.27% | +8.7% |
| Q4 2018 | $1,346,000 | -28.7% | 52,147 | -17.3% | 0.25% | -18.2% |
| Q3 2018 | $1,887,000 | +19.2% | 63,031 | +17.9% | 0.31% | +12.0% |
| Q2 2018 | $1,583,000 | +5.8% | 53,472 | +2.6% | 0.28% | -27.4% |
| Q1 2018 | $1,496,000 | +14.6% | 52,093 | +18.5% | 0.38% | +24.3% |
| Q4 2017 | $1,305,000 | +216.7% | 43,970 | +209.2% | 0.30% | +193.3% |
| Q3 2017 | $412,000 | – | 14,220 | – | 0.10% | – |
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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% |