ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 226 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 | $229,000 | +2.2% | 7,506 | +0.5% | 0.01% | 0.0% |
| Q3 2019 | $224,000 | +0.9% | 7,466 | +0.5% | 0.01% | 0.0% |
| Q2 2019 | $222,000 | +13.8% | 7,428 | +13.9% | 0.01% | +16.7% |
| Q3 2018 | $195,000 | -12.9% | 6,523 | -13.6% | 0.01% | -33.3% |
| Q4 2017 | $224,000 | -6.7% | 7,546 | -9.0% | 0.02% | -10.0% |
| Q3 2017 | $240,000 | +2.1% | 8,291 | +0.3% | 0.02% | -4.8% |
| Q2 2017 | $235,000 | +0.9% | 8,265 | -2.2% | 0.02% | +5.0% |
| Q1 2017 | $233,000 | 0.0% | 8,450 | -5.3% | 0.02% | -4.8% |
| Q4 2016 | $233,000 | -5.7% | 8,919 | -10.5% | 0.02% | -8.7% |
| Q3 2016 | $247,000 | -0.8% | 9,963 | -4.2% | 0.02% | -11.5% |
| Q2 2016 | $249,000 | -3.9% | 10,395 | -4.0% | 0.03% | -16.1% |
| Q1 2016 | $259,000 | -11.3% | 10,830 | -5.9% | 0.03% | +6.9% |
| Q4 2015 | $292,000 | -16.3% | 11,515 | -19.0% | 0.03% | -40.8% |
| Q3 2015 | $349,000 | -6.7% | 14,215 | +3.9% | 0.05% | +32.4% |
| Q2 2015 | $374,000 | – | 13,680 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Vista, LLC | 1,858,792 | $55,439,000 | 13.87% |
| Schoolcraft Capital LLC | 495,372 | $14,771,982 | 8.80% |
| Rainier Group Investment Advisory LLC | 611,803 | $18,244,000 | 8.18% |
| WESCAP Management Group, Inc. | 449,850 | $13,414,000 | 5.54% |
| VERITY Wealth Advisors | 183,970 | $5,486,000 | 5.40% |
| BT Wealth Management LLC | 305,822 | $8,676,000 | 5.01% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,640,454 | $48,918,000 | 4.07% |
| Cypress Capital, LLC | 237,388 | $7,079,000 | 3.20% |
| FIRST HAWAIIAN BANK | 1,799,495 | $53,661,000 | 2.87% |
| Meridian Wealth Advisors, LLC | 129,714 | $3,868,000 | 2.70% |