ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 208 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,616,000 | -19.1% | 62,625 | -6.1% | 1.06% | -21.0% |
| Q3 2018 | $1,997,000 | -14.3% | 66,692 | -15.3% | 1.34% | -22.2% |
| Q2 2018 | $2,331,000 | -22.9% | 78,751 | -25.2% | 1.73% | -30.1% |
| Q1 2018 | $3,022,000 | -9.1% | 105,217 | -6.1% | 2.48% | -9.0% |
| Q4 2017 | $3,326,000 | +12.5% | 112,036 | +9.7% | 2.72% | +4.3% |
| Q3 2017 | $2,956,000 | +11.5% | 102,153 | +9.5% | 2.61% | +14.1% |
| Q2 2017 | $2,651,000 | +221.3% | 93,281 | +211.3% | 2.28% | +192.2% |
| Q1 2017 | $825,000 | +132.4% | 29,967 | +120.3% | 0.78% | +115.4% |
| Q4 2016 | $355,000 | +5.0% | 13,601 | -0.1% | 0.36% | +2.0% |
| Q3 2016 | $338,000 | +19.0% | 13,616 | +14.8% | 0.36% | +15.6% |
| Q2 2016 | $284,000 | +0.4% | 11,863 | 0.0% | 0.31% | -1.6% |
| Q1 2016 | $283,000 | – | 11,863 | – | 0.31% | – |
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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% |