ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 200 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $38,982,000 | -3.7% | 1,302 | -4.1% | 0.00% | – |
| Q2 2019 | $40,496,000 | -16.3% | 1,358 | -19.0% | 0.00% | – |
| Q1 2019 | $48,386,000 | -61.3% | 1,676 | -65.4% | 0.00% | – |
| Q4 2018 | $124,972,000 | -15.4% | 4,842 | -1.8% | 0.00% | – |
| Q3 2018 | $147,634,000 | +9.2% | 4,931 | +8.0% | 0.00% | – |
| Q2 2018 | $135,147,000 | +2.9% | 4,565 | -0.2% | 0.00% | – |
| Q1 2018 | $131,365,000 | -39.3% | 4,574 | -37.3% | 0.00% | – |
| Q4 2017 | $216,404,000 | +58.5% | 7,290 | +54.5% | 0.00% | – |
| Q3 2017 | $136,539,000 | +90.2% | 4,718 | +86.8% | 0.00% | – |
| Q2 2017 | $71,789,000 | +1333.2% | 2,526 | +1287.9% | 0.00% | – |
| Q1 2017 | $5,009,000 | – | 182 | – | 0.00% | – |
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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% |