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 2016 | $3,001,000 | -9.9% | 114,907 | -14.5% | 0.00% | -25.0% |
Q3 2016 | $3,332,000 | -38.2% | 134,319 | -40.2% | 0.00% | -42.9% |
Q2 2016 | $5,388,000 | +85.2% | 224,689 | +84.3% | 0.01% | +75.0% |
Q1 2016 | $2,910,000 | +265.6% | 121,911 | +289.2% | 0.00% | +300.0% |
Q4 2015 | $796,000 | -62.3% | 31,324 | -63.6% | 0.00% | -66.7% |
Q3 2015 | $2,113,000 | +7.0% | 85,963 | +18.9% | 0.00% | +50.0% |
Q2 2015 | $1,975,000 | – | 72,312 | – | 0.00% | – |
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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% |