ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 134 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 46.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2016 | $75,000 | +1.4% | 3,120 | 0.0% | 0.04% | -2.5% |
Q1 2016 | $74,000 | -6.3% | 3,120 | 0.0% | 0.04% | -14.9% |
Q4 2015 | $79,000 | -44.0% | 3,120 | -45.5% | 0.05% | -44.7% |
Q3 2015 | $141,000 | -9.6% | 5,725 | 0.0% | 0.08% | -3.4% |
Q2 2015 | $156,000 | -2.5% | 5,725 | 0.0% | 0.09% | -6.4% |
Q1 2015 | $160,000 | – | 5,725 | – | 0.09% | – |
Download |
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% |