ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 222 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326,556 | +34.3% | 10,849 | +38.3% | 0.00% | – |
| Q2 2023 | $243,195 | +16.2% | 7,845 | +10.5% | 0.00% | – |
| Q1 2023 | $209,237 | -8.0% | 7,100 | -15.7% | 0.00% | – |
| Q4 2022 | $227,529 | -38.8% | 8,427 | -32.3% | 0.00% | -100.0% |
| Q3 2022 | $372,000 | +1590.9% | 12,445 | +1690.6% | 0.00% | – |
| Q2 2022 | $22,000 | -94.7% | 695 | -95.1% | 0.00% | -100.0% |
| Q1 2019 | $412,000 | +12.0% | 14,276 | 0.0% | 0.00% | -50.0% |
| Q4 2018 | $368,000 | -13.8% | 14,276 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $427,000 | +0.9% | 14,276 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $423,000 | +3.2% | 14,276 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $410,000 | -3.3% | 14,276 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $424,000 | +2.7% | 14,276 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $413,000 | +1.7% | 14,276 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $406,000 | +2800.0% | 14,276 | +2500.4% | 0.00% | – |
| Q4 2016 | $14,000 | -90.4% | 549 | -91.0% | 0.00% | -100.0% |
| Q2 2016 | $146,000 | +78.0% | 6,097 | +82.9% | 0.00% | 0.0% |
| Q3 2015 | $82,000 | – | 3,333 | – | 0.00% | – |
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% |