ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 137 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $917,000 | -4.5% | 30,642 | -5.5% | 0.02% | -17.9% |
| Q2 2018 | $960,000 | -56.9% | 32,430 | -58.2% | 0.03% | -60.0% |
| Q1 2018 | $2,228,000 | -21.7% | 77,571 | -19.1% | 0.07% | -19.5% |
| Q4 2017 | $2,845,000 | -4.0% | 95,832 | -6.4% | 0.09% | -13.0% |
| Q3 2017 | $2,964,000 | -32.0% | 102,411 | -33.3% | 0.10% | -41.2% |
| Q2 2017 | $4,362,000 | -45.6% | 153,474 | -47.3% | 0.17% | -52.2% |
| Q1 2017 | $8,019,000 | -3.1% | 291,414 | -8.0% | 0.36% | -17.2% |
| Q4 2016 | $8,274,000 | -4.8% | 316,772 | -9.6% | 0.43% | -13.8% |
| Q3 2016 | $8,692,000 | -7.3% | 350,336 | -10.4% | 0.50% | -17.7% |
| Q2 2016 | $9,375,000 | -99.3% | 390,961 | +555.4% | 0.61% | +450.9% |
| Q1 2016 | $1,423,798,000 | +120051.7% | 59,648 | +27.8% | 0.11% | +14.6% |
| Q4 2015 | $1,185,000 | -20.0% | 46,670 | -22.5% | 0.10% | -27.3% |
| Q3 2015 | $1,481,000 | -0.3% | 60,237 | +10.7% | 0.13% | -2.9% |
| Q2 2015 | $1,486,000 | -24.8% | 54,411 | -23.2% | 0.14% | -24.0% |
| Q1 2015 | $1,975,000 | – | 70,834 | – | 0.18% | – |
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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% |