ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 143 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,008,000 | +26.2% | 36,612 | +13.6% | 0.03% | +47.4% |
| Q3 2016 | $799,000 | +48.0% | 32,224 | +43.1% | 0.02% | +72.7% |
| Q2 2016 | $540,000 | -35.4% | 22,523 | -35.7% | 0.01% | -54.2% |
| Q1 2016 | $836,000 | -67.4% | 35,022 | -65.3% | 0.02% | -45.5% |
| Q4 2015 | $2,562,000 | +693.2% | 100,850 | +667.0% | 0.04% | +780.0% |
| Q3 2015 | $323,000 | -59.7% | 13,148 | -55.2% | 0.01% | -64.3% |
| Q2 2015 | $802,000 | +17.3% | 29,362 | +19.7% | 0.01% | 0.0% |
| Q1 2015 | $684,000 | – | 24,533 | – | 0.01% | – |
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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% |