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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $224,000 | -3.0% | 7,816 | +0.5% | 0.02% | 0.0% |
| Q4 2017 | $231,000 | +2.7% | 7,777 | 0.0% | 0.02% | -11.1% |
| Q3 2017 | $225,000 | -12.1% | 7,777 | -13.8% | 0.02% | -18.2% |
| Q2 2017 | $256,000 | +13.8% | 9,024 | +10.2% | 0.02% | +15.8% |
| Q1 2017 | $225,000 | -25.2% | 8,187 | -29.0% | 0.02% | -29.6% |
| Q4 2016 | $301,000 | -56.8% | 11,534 | -58.9% | 0.03% | -57.8% |
| Q3 2016 | $696,000 | +16.6% | 28,060 | +12.7% | 0.06% | +12.3% |
| Q2 2016 | $597,000 | -61.2% | 24,894 | -61.4% | 0.06% | -62.5% |
| Q1 2016 | $1,538,000 | -90.4% | 64,453 | -89.8% | 0.15% | -89.6% |
| Q4 2015 | $15,984,000 | – | 629,302 | – | 1.46% | – |
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% |