ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 222 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $410,000 | -38.0% | 13,428 | -39.2% | 0.06% | -41.1% |
| Q3 2019 | $661,000 | +0.5% | 22,078 | 0.0% | 0.11% | +0.9% |
| Q2 2019 | $658,000 | +1430.2% | 22,078 | +1371.9% | 0.11% | +1414.3% |
| Q1 2019 | $43,000 | +10.3% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $39,000 | -13.3% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $45,000 | 0.0% | 1,500 | -1.3% | 0.01% | 0.0% |
| Q2 2018 | $45,000 | +2.3% | 1,519 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $44,000 | -2.2% | 1,519 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $45,000 | +4400.0% | 1,519 | +7894.7% | 0.01% | – |
| Q3 2017 | $1,000 | – | 19 | – | 0.00% | – |
Download | ||||||
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% |