ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 222 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $206,000 | -9.3% | 6,746 | -11.2% | 0.14% | -16.1% |
| Q3 2019 | $227,000 | -32.0% | 7,594 | -32.2% | 0.16% | -34.3% |
| Q2 2019 | $334,000 | +4.0% | 11,206 | +0.8% | 0.24% | +5.6% |
| Q1 2019 | $321,000 | +7.0% | 11,118 | -40.6% | 0.23% | -11.5% |
| Q4 2018 | $300,000 | -56.9% | 18,721 | -19.4% | 0.26% | -53.0% |
| Q3 2018 | $696,000 | +1.3% | 23,241 | +0.1% | 0.56% | -8.8% |
| Q2 2018 | $687,000 | +7.8% | 23,221 | +4.6% | 0.61% | +3.7% |
| Q1 2018 | $637,000 | +14.8% | 22,197 | +18.7% | 0.59% | +15.0% |
| Q4 2017 | $555,000 | – | 18,693 | – | 0.51% | – |
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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% |