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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $431,000 | -19.6% | 14,110 | -24.5% | 0.04% | +44.8% |
| Q1 2018 | $536,000 | -27.0% | 18,678 | -26.4% | 0.03% | -19.4% |
| Q3 2017 | $734,000 | +144.7% | 25,364 | +120.9% | 0.04% | +12.5% |
| Q4 2016 | $300,000 | -81.6% | 11,481 | -82.5% | 0.03% | -88.6% |
| Q3 2016 | $1,630,000 | +107.6% | 65,707 | +100.6% | 0.28% | +166.7% |
| Q2 2016 | $785,000 | -50.4% | 32,750 | -49.2% | 0.10% | -48.8% |
| Q3 2015 | $1,584,000 | – | 64,445 | – | 0.20% | – |
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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% |