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 2023 | $510,948 | -10.8% | 16,975 | -8.2% | 0.10% | -9.9% |
| Q2 2023 | $573,035 | -18.0% | 18,485 | -22.1% | 0.11% | -13.3% |
| Q1 2023 | $699,176 | -8.0% | 23,725 | -15.7% | 0.13% | -8.6% |
| Q4 2022 | $760,131 | +117.2% | 28,153 | +121.1% | 0.14% | -25.1% |
| Q4 2018 | $350,000 | -28.3% | 12,736 | -28.9% | 0.19% | -24.3% |
| Q3 2018 | $488,000 | -13.3% | 17,907 | -5.8% | 0.25% | -13.0% |
| Q2 2018 | $563,000 | -80.1% | 19,010 | -80.7% | 0.28% | -77.7% |
| Q1 2018 | $2,826,000 | -41.1% | 98,411 | -39.1% | 1.27% | -35.1% |
| Q4 2017 | $4,798,000 | -16.3% | 161,633 | -17.7% | 1.96% | -21.7% |
| Q3 2017 | $5,732,000 | -9.4% | 196,322 | -12.2% | 2.50% | -11.0% |
| Q2 2017 | $6,326,000 | +13.8% | 223,576 | +15.3% | 2.81% | +22.1% |
| Q1 2017 | $5,558,000 | +122.7% | 193,914 | +102.9% | 2.30% | +115.3% |
| Q4 2016 | $2,496,000 | +9.2% | 95,572 | +3.8% | 1.07% | +6.1% |
| Q3 2016 | $2,285,000 | – | 92,098 | – | 1.01% | – |
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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% |