ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 200 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |