ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 162 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $2,212,000 | -75.3% | 84,690 | -76.5% | 0.07% | -76.5% |
| Q3 2016 | $8,948,000 | +17.8% | 360,676 | +13.8% | 0.31% | +12.5% |
| Q2 2016 | $7,598,000 | +507.4% | 316,854 | +504.5% | 0.27% | +425.0% |
| Q1 2016 | $1,251,000 | +15.4% | 52,418 | +22.8% | 0.05% | +6.1% |
| Q4 2015 | $1,084,000 | +76.3% | 42,673 | +70.4% | 0.05% | +2.1% |
| Q3 2015 | $615,000 | +5.1% | 25,039 | +16.8% | 0.05% | +14.3% |
| Q2 2015 | $585,000 | +23.4% | 21,437 | +26.2% | 0.04% | +27.3% |
| Q1 2015 | $474,000 | +9380.0% | 16,991 | +8395.5% | 0.03% | +3200.0% |
| Q4 2014 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $5,000 | – | 200 | – | 0.00% | – |
Download | ||||||
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% |