ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 186 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $289,000 | -12.7% | 10,510 | -12.5% | 0.01% | -20.0% |
| Q2 2020 | $331,000 | -77.7% | 12,005 | -80.4% | 0.01% | -79.2% |
| Q1 2020 | $1,485,000 | -30.2% | 61,338 | -12.0% | 0.05% | -11.1% |
| Q4 2019 | $2,127,000 | +0.1% | 69,684 | -1.8% | 0.05% | -20.6% |
| Q3 2019 | $2,125,000 | -4.6% | 70,982 | -5.0% | 0.07% | -4.2% |
| Q2 2019 | $2,227,000 | +105.6% | 74,697 | +99.2% | 0.07% | +57.8% |
| Q1 2019 | $1,083,000 | +7.2% | 37,496 | -4.2% | 0.04% | -8.2% |
| Q4 2018 | $1,010,000 | -12.9% | 39,125 | +1.1% | 0.05% | -15.5% |
| Q3 2018 | $1,159,000 | -0.9% | 38,712 | -2.0% | 0.06% | -4.9% |
| Q2 2018 | $1,170,000 | -6.8% | 39,522 | -9.6% | 0.06% | -10.3% |
| Q1 2018 | $1,256,000 | -3.2% | 43,722 | 0.0% | 0.07% | -16.0% |
| Q4 2017 | $1,298,000 | +357.0% | 43,722 | +345.0% | 0.08% | +326.3% |
| Q3 2017 | $284,000 | -31.2% | 9,826 | -32.4% | 0.02% | -34.5% |
| Q2 2017 | $413,000 | -9.8% | 14,526 | -12.6% | 0.03% | -32.6% |
| Q1 2017 | $458,000 | -16.3% | 16,626 | -20.5% | 0.04% | -27.1% |
| Q4 2016 | $547,000 | +9.8% | 20,926 | +4.3% | 0.06% | +7.3% |
| Q3 2016 | $498,000 | -23.0% | 20,060 | -25.6% | 0.06% | -22.5% |
| Q2 2016 | $647,000 | +0.5% | 26,960 | 0.0% | 0.07% | -4.1% |
| Q1 2016 | $644,000 | -21.2% | 26,960 | -16.2% | 0.07% | -1.3% |
| Q4 2015 | $817,000 | -11.0% | 32,160 | -13.9% | 0.08% | -29.9% |
| Q3 2015 | $918,000 | -10.0% | 37,360 | 0.0% | 0.11% | 0.0% |
| Q2 2015 | $1,020,000 | 0.0% | 37,360 | +2.1% | 0.11% | -5.3% |
| Q1 2015 | $1,020,000 | – | 36,600 | – | 0.11% | – |
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% |