ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 195 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $18,000 | +12.5% | 600 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $16,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $16,000 | +14.3% | 600 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $14,000 | -22.2% | 600 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $18,000 | +5.9% | 600 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $17,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $17,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $17,000 | +13.3% | 600 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $15,000 | -11.8% | 600 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $17,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $17,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $17,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $17,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $17,000 | +6.2% | 600 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $16,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $16,000 | +6.7% | 600 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $15,000 | – | 600 | – | 0.00% | – |
Download |
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% |