ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 141 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $2,672,000 | +2.6% | 90,000 | 0.0% | 0.18% | +1888.9% |
| Q3 2017 | $2,605,000 | +1.8% | 90,000 | 0.0% | 0.01% | +12.5% |
| Q2 2017 | $2,558,000 | +3.3% | 90,000 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $2,477,000 | +5.4% | 90,000 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $2,351,000 | +5.3% | 90,000 | 0.0% | 0.01% | +14.3% |
| Q3 2016 | $2,233,000 | +3.5% | 90,000 | 0.0% | 0.01% | -12.5% |
| Q2 2016 | $2,158,000 | +0.5% | 90,000 | 0.0% | 0.01% | -20.0% |
| Q1 2016 | $2,148,000 | -6.0% | 90,000 | 0.0% | 0.01% | -9.1% |
| Q4 2015 | $2,286,000 | +3.3% | 90,000 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $2,212,000 | +13.4% | 90,000 | +26.0% | 0.01% | +22.2% |
| Q2 2015 | $1,951,000 | +47.5% | 71,437 | +50.6% | 0.01% | +50.0% |
| Q1 2015 | $1,323,000 | – | 47,437 | – | 0.01% | – |
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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% |