ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 211 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $319,000 | -20.8% | 13,196 | 0.0% | 0.26% | -2.6% |
| Q4 2019 | $403,000 | +2.0% | 13,196 | 0.0% | 0.27% | -7.3% |
| Q3 2019 | $395,000 | +0.3% | 13,196 | 0.0% | 0.29% | 0.0% |
| Q2 2019 | $394,000 | +3.4% | 13,196 | 0.0% | 0.29% | -1.0% |
| Q1 2019 | $381,000 | +11.4% | 13,196 | -0.6% | 0.29% | +0.7% |
| Q4 2018 | $342,000 | -62.0% | 13,269 | -55.9% | 0.29% | -57.8% |
| Q3 2018 | $900,000 | +1.1% | 30,055 | 0.0% | 0.68% | -1.4% |
| Q2 2018 | $890,000 | +1.3% | 30,055 | -1.8% | 0.70% | +2.1% |
| Q1 2018 | $879,000 | -9.6% | 30,611 | -6.5% | 0.68% | -7.8% |
| Q4 2017 | $972,000 | -5.9% | 32,748 | -8.2% | 0.74% | -8.4% |
| Q3 2017 | $1,033,000 | -6.4% | 35,684 | -8.1% | 0.81% | -7.8% |
| Q2 2017 | $1,104,000 | -7.1% | 38,844 | -10.1% | 0.88% | -5.4% |
| Q1 2017 | $1,189,000 | -1.8% | 43,201 | -6.8% | 0.92% | -2.2% |
| Q4 2016 | $1,211,000 | +0.3% | 46,353 | -4.7% | 0.95% | +0.6% |
| Q3 2016 | $1,207,000 | – | 48,633 | – | 0.94% | – |
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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% |