ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 134 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 46.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $942,000 | -20.0% | 38,927 | +1.0% | 0.04% | +2.5% |
| Q4 2019 | $1,177,000 | -2.9% | 38,536 | -4.9% | 0.04% | -7.0% |
| Q3 2019 | $1,212,000 | -6.1% | 40,501 | -6.4% | 0.04% | -4.4% |
| Q2 2019 | $1,291,000 | +2.5% | 43,286 | -0.7% | 0.04% | +4.7% |
| Q1 2019 | $1,259,000 | +0.8% | 43,586 | -9.6% | 0.04% | -12.2% |
| Q4 2018 | $1,249,000 | -38.6% | 48,216 | -29.1% | 0.05% | -30.0% |
| Q3 2018 | $2,034,000 | -13.7% | 68,047 | -14.5% | 0.07% | -21.3% |
| Q2 2018 | $2,358,000 | -39.9% | 79,582 | -41.7% | 0.09% | -41.1% |
| Q1 2018 | $3,921,000 | -38.1% | 136,500 | -36.0% | 0.15% | -40.1% |
| Q4 2017 | $6,339,000 | +7.9% | 213,416 | +5.1% | 0.25% | -0.4% |
| Q3 2017 | $5,877,000 | -20.8% | 203,064 | -22.2% | 0.25% | -23.6% |
| Q2 2017 | $7,423,000 | +17.8% | 261,125 | +14.0% | 0.33% | +1.5% |
| Q1 2017 | $6,304,000 | +9.5% | 228,982 | +3.9% | 0.33% | +12.0% |
| Q4 2016 | $5,755,000 | -9.2% | 220,317 | -13.8% | 0.29% | -13.4% |
| Q3 2016 | $6,339,000 | +47.2% | 255,482 | +42.2% | 0.34% | +40.0% |
| Q2 2016 | $4,307,000 | +763.1% | 179,695 | +759.5% | 0.24% | +757.1% |
| Q1 2016 | $499,000 | -40.7% | 20,907 | -37.0% | 0.03% | -36.4% |
| Q4 2015 | $842,000 | – | 33,196 | – | 0.04% | – |
Download | ||||||
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% |