ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 196 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2017 | $1,182,000 | -43.6% | 40,841 | -44.6% | 0.20% | -51.2% |
Q2 2017 | $2,095,000 | -9.5% | 73,720 | -12.4% | 0.40% | -13.2% |
Q1 2017 | $2,316,000 | -18.2% | 84,155 | -22.3% | 0.46% | -28.9% |
Q4 2016 | $2,830,000 | -30.5% | 108,354 | -34.0% | 0.65% | -34.8% |
Q3 2016 | $4,074,000 | +40.9% | 164,211 | +36.2% | 1.00% | +23.9% |
Q2 2016 | $2,892,000 | +0.5% | 120,589 | 0.0% | 0.81% | -3.8% |
Q1 2016 | $2,878,000 | +5132.7% | 120,589 | +5467.4% | 0.84% | +4555.6% |
Q4 2015 | $55,000 | – | 2,166 | – | 0.02% | – |
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% |