ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 134 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 46.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $392,000 | -68.4% | 13,543 | -69.0% | 0.06% | -69.0% |
| Q2 2017 | $1,241,000 | +52.8% | 43,654 | +48.0% | 0.20% | +48.1% |
| Q1 2017 | $812,000 | +72.4% | 29,499 | +63.7% | 0.13% | +60.2% |
| Q4 2016 | $471,000 | -41.0% | 18,020 | -44.0% | 0.08% | -43.2% |
| Q3 2016 | $798,000 | +15.3% | 32,175 | +11.6% | 0.15% | +15.0% |
| Q2 2016 | $692,000 | -14.1% | 28,842 | -14.6% | 0.13% | -17.0% |
| Q1 2016 | $806,000 | +29.8% | 33,767 | +38.2% | 0.15% | +27.5% |
| Q4 2015 | $621,000 | +6.7% | 24,437 | +3.1% | 0.12% | +0.8% |
| Q3 2015 | $582,000 | -15.3% | 23,692 | -5.8% | 0.12% | -7.0% |
| Q2 2015 | $687,000 | – | 25,153 | – | 0.13% | – |
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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% |