ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 200 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,017,000 | -3.3% | 33,313 | -5.2% | 0.00% | -20.0% |
| Q3 2019 | $1,052,000 | -18.6% | 35,139 | -18.9% | 0.01% | -16.7% |
| Q2 2019 | $1,292,000 | -6.3% | 43,340 | -9.2% | 0.01% | 0.0% |
| Q1 2019 | $1,379,000 | -44.1% | 47,752 | -50.0% | 0.01% | -53.8% |
| Q4 2018 | $2,466,000 | -25.9% | 95,528 | -14.0% | 0.01% | -7.1% |
| Q3 2018 | $3,327,000 | +0.5% | 111,108 | -0.7% | 0.01% | 0.0% |
| Q2 2018 | $3,312,000 | +23.7% | 111,873 | +20.0% | 0.01% | +27.3% |
| Q1 2018 | $2,677,000 | -2.7% | 93,221 | +0.6% | 0.01% | -8.3% |
| Q4 2017 | $2,752,000 | +0.3% | 92,708 | -2.3% | 0.01% | -7.7% |
| Q3 2017 | $2,745,000 | +6.4% | 94,853 | +4.4% | 0.01% | +18.2% |
| Q2 2017 | $2,581,000 | +8.5% | 90,828 | +5.1% | 0.01% | +37.5% |
| Q1 2017 | $2,379,000 | +37.8% | 86,453 | +30.8% | 0.01% | +33.3% |
| Q4 2016 | $1,726,000 | +89.3% | 66,076 | +79.8% | 0.01% | +50.0% |
| Q3 2016 | $912,000 | +1.8% | 36,756 | -1.7% | 0.00% | 0.0% |
| Q2 2016 | $896,000 | -38.0% | 37,380 | -38.3% | 0.00% | -42.9% |
| Q1 2016 | $1,446,000 | +45.0% | 60,590 | +54.4% | 0.01% | +40.0% |
| Q4 2015 | $997,000 | +149.2% | 39,249 | +141.3% | 0.01% | +150.0% |
| Q3 2015 | $400,000 | – | 16,265 | – | 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% |