ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 195 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,450 | -4.3% | 7,188 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $217,722 | +2.1% | 7,188 | +1.9% | 0.01% | -8.3% |
| Q1 2023 | $213,156 | +2.9% | 7,056 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $207,229 | +3.1% | 7,056 | +26.7% | 0.01% | -7.1% |
| Q3 2021 | $201,000 | +34.0% | 5,567 | +1.4% | 0.01% | -36.4% |
| Q3 2018 | $150,000 | -8.0% | 5,490 | 0.0% | 0.02% | -12.0% |
| Q2 2018 | $163,000 | +3.2% | 5,490 | 0.0% | 0.02% | -7.4% |
| Q1 2018 | $158,000 | -3.1% | 5,490 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $163,000 | +2.5% | 5,490 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $159,000 | +5.3% | 5,490 | 0.0% | 0.03% | -37.2% |
| Q1 2017 | $151,000 | – | 5,490 | – | 0.04% | – |
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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% |