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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $16,006,000 | -4.6% | 557,306 | -1.4% | 0.77% | -7.4% |
| Q4 2017 | $16,781,000 | +56.1% | 565,298 | +52.1% | 0.83% | +42.3% |
| Q3 2017 | $10,753,000 | -5.8% | 371,576 | -7.5% | 0.59% | -16.0% |
| Q2 2017 | $11,413,000 | +68.1% | 401,580 | +62.8% | 0.70% | +57.9% |
| Q1 2017 | $6,788,000 | +126.8% | 246,658 | +115.2% | 0.44% | +93.9% |
| Q4 2016 | $2,993,000 | +653.9% | 114,603 | +616.9% | 0.23% | +533.3% |
| Q3 2016 | $397,000 | -83.1% | 15,987 | -83.8% | 0.04% | -86.0% |
| Q4 2015 | $2,344,000 | -0.7% | 98,911 | +3.0% | 0.26% | -20.9% |
| Q3 2015 | $2,360,000 | -7.1% | 95,999 | +3.2% | 0.33% | +9.4% |
| Q2 2015 | $2,540,000 | – | 93,003 | – | 0.30% | – |
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% |