ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 143 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $29,675,000 | -19.2% | 1,025,391 | -20.6% | 0.18% | -23.6% |
| Q2 2017 | $36,712,000 | +44.2% | 1,291,775 | +39.7% | 0.23% | +37.1% |
| Q1 2017 | $25,452,000 | +17.6% | 924,854 | +11.6% | 0.17% | +6.2% |
| Q4 2016 | $21,644,000 | +21.4% | 828,633 | +15.3% | 0.16% | +13.5% |
| Q3 2016 | $17,829,000 | +15.8% | 718,611 | +11.9% | 0.14% | +8.5% |
| Q2 2016 | $15,397,000 | +5.7% | 642,087 | +5.2% | 0.13% | 0.0% |
| Q1 2016 | $14,567,000 | -29.8% | 610,276 | -25.3% | 0.13% | -33.7% |
| Q4 2015 | $20,746,000 | +22.4% | 816,777 | +18.5% | 0.20% | +10.1% |
| Q3 2015 | $16,947,000 | +42.2% | 689,450 | +57.9% | 0.18% | +50.8% |
| Q2 2015 | $11,921,000 | +104.7% | 436,510 | +108.9% | 0.12% | +96.7% |
| Q1 2015 | $5,825,000 | – | 208,923 | – | 0.06% | – |
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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% |