ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 211 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $16,550,000 | +1.4% | 600,936 | +1.6% | 6.57% | -7.0% |
| Q2 2020 | $16,328,000 | -9.9% | 591,694 | -0.3% | 7.06% | -4.6% |
| Q4 2019 | $18,117,000 | +0.5% | 593,700 | -1.3% | 7.40% | -9.5% |
| Q3 2019 | $18,018,000 | -1.2% | 601,791 | -1.6% | 8.18% | +0.0% |
| Q2 2019 | $18,244,000 | +8.5% | 611,803 | +5.0% | 8.18% | +10.3% |
| Q1 2019 | $16,819,000 | +5864.2% | 582,574 | +5233.9% | 7.41% | +5558.8% |
| Q4 2018 | $282,000 | – | 10,922 | – | 0.13% | – |
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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% |