ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 196 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $6,311,000 | +3.6% | 218,057 | +1.7% | 3.18% | +2.8% |
| Q2 2017 | $6,094,000 | +80.0% | 214,417 | +74.3% | 3.10% | +75.7% |
| Q1 2017 | $3,385,000 | +9.7% | 123,002 | +4.1% | 1.76% | +6.4% |
| Q4 2016 | $3,086,000 | +10.1% | 118,162 | +4.6% | 1.66% | +4.8% |
| Q3 2016 | $2,802,000 | +6.3% | 112,942 | +2.7% | 1.58% | +4.6% |
| Q2 2016 | $2,636,000 | +4.6% | 109,937 | +4.1% | 1.51% | +3.5% |
| Q1 2016 | $2,520,000 | +4.4% | 105,587 | +11.1% | 1.46% | +3.4% |
| Q4 2015 | $2,413,000 | +26.7% | 95,002 | +22.6% | 1.41% | +16.1% |
| Q3 2015 | $1,905,000 | +8.7% | 77,505 | +20.8% | 1.22% | +15.2% |
| Q2 2015 | $1,752,000 | – | 64,150 | – | 1.06% | – |
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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% |