ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 176 filers reported holding ISHARES TR in Q1 2020. 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 ↓ |
|---|---|---|---|
| ADAMSBROWN WEALTH CONSULTANTS LLC | 713,746 | $21,483,755 | 10.58% |
| Blankinship & Foster, LLC | 739,795 | $22,267,825 | 7.36% |
| WIN ADVISORS, INC | 497,002 | $14,959,814 | 7.33% |
| Schoolcraft Capital LLC | 730,243 | $21,980,320 | 6.20% |
| Verde Capital Management | 477,258 | $14,365,472 | 5.58% |
| Wealthgate Family Office, LLC | 56,290 | $1,694,333 | 5.27% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4,267,846 | $128,462,160 | 4.20% |
| Hackensack Meridian Health, Inc. | 395,000 | $27,223,400 | 4.04% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 5,274,879 | $158,773,864 | 3.81% |
| Hall Kathryn A. | 354,130 | $10,659,313 | 3.62% |