ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 202 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,000 | -94.5% | 144 | -94.0% | 0.00% | -100.0% |
| Q4 2020 | $73,000 | -27.0% | 2,388 | -34.5% | 0.00% | -42.9% |
| Q3 2020 | $100,000 | -15.3% | 3,648 | -14.5% | 0.01% | -22.2% |
| Q2 2020 | $118,000 | +22.9% | 4,266 | +7.5% | 0.01% | +12.5% |
| Q1 2020 | $96,000 | +54.8% | 3,970 | +94.9% | 0.01% | +100.0% |
| Q4 2019 | $62,000 | +1450.0% | 2,037 | +1249.0% | 0.00% | – |
| Q1 2019 | $4,000 | -50.0% | 151 | -54.5% | 0.00% | -100.0% |
| Q1 2016 | $8,000 | -71.4% | 332 | -69.9% | 0.00% | -66.7% |
| Q4 2015 | $28,000 | -56.9% | 1,104 | -58.1% | 0.01% | -57.1% |
| Q3 2015 | $65,000 | -36.9% | 2,636 | -29.8% | 0.01% | -33.3% |
| Q2 2015 | $103,000 | – | 3,757 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Vista, LLC | 1,858,792 | $55,439,000 | 13.87% |
| Schoolcraft Capital LLC | 495,372 | $14,771,982 | 8.80% |
| Rainier Group Investment Advisory LLC | 611,803 | $18,244,000 | 8.18% |
| WESCAP Management Group, Inc. | 449,850 | $13,414,000 | 5.54% |
| VERITY Wealth Advisors | 183,970 | $5,486,000 | 5.40% |
| BT Wealth Management LLC | 305,822 | $8,676,000 | 5.01% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,640,454 | $48,918,000 | 4.07% |
| Cypress Capital, LLC | 237,388 | $7,079,000 | 3.20% |
| FIRST HAWAIIAN BANK | 1,799,495 | $53,661,000 | 2.87% |
| Meridian Wealth Advisors, LLC | 129,714 | $3,868,000 | 2.70% |