ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 208 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,137,000 | -37.6% | 102,690 | -38.9% | 0.02% | -42.9% |
| Q3 2019 | $5,031,000 | +25.9% | 168,029 | +25.5% | 0.04% | +20.7% |
| Q2 2019 | $3,997,000 | +35.0% | 133,921 | +30.9% | 0.03% | +26.1% |
| Q1 2019 | $2,960,000 | +22.9% | 102,316 | +10.0% | 0.02% | +4.5% |
| Q4 2018 | $2,409,000 | +7.7% | 93,017 | +24.6% | 0.02% | +15.8% |
| Q3 2018 | $2,237,000 | -82.0% | 74,637 | -82.7% | 0.02% | -83.6% |
| Q2 2018 | $12,416,000 | 0.0% | 432,315 | 0.0% | 0.12% | 0.0% |
| Q1 2018 | $12,416,000 | +5.5% | 432,315 | +9.1% | 0.12% | +3.6% |
| Q4 2017 | $11,764,000 | +83.6% | 396,292 | +79.0% | 0.11% | +62.3% |
| Q3 2017 | $6,407,000 | -11.2% | 221,398 | -12.8% | 0.07% | -18.8% |
| Q2 2017 | $7,213,000 | +1390.3% | 253,796 | +1345.8% | 0.08% | +1316.7% |
| Q1 2017 | $484,000 | -3.8% | 17,554 | -8.8% | 0.01% | -14.3% |
| Q4 2016 | $503,000 | +20.9% | 19,258 | +15.0% | 0.01% | +16.7% |
| Q3 2016 | $416,000 | +155.2% | 16,746 | +147.4% | 0.01% | +100.0% |
| Q2 2016 | $163,000 | -28.8% | 6,768 | -29.3% | 0.00% | -25.0% |
| Q1 2016 | $229,000 | +5.0% | 9,573 | +11.7% | 0.00% | 0.0% |
| Q4 2015 | $218,000 | +17.2% | 8,569 | +13.3% | 0.00% | 0.0% |
| Q3 2015 | $186,000 | -50.0% | 7,561 | -44.6% | 0.00% | -42.9% |
| Q2 2015 | $372,000 | -7.9% | 13,637 | -5.9% | 0.01% | -12.5% |
| Q1 2015 | $404,000 | – | 14,497 | – | 0.01% | – |
Download | ||||||
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% |