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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $12,378,000 | +1.2% | 418,115 | -1.8% | 7.94% | -0.9% |
| Q1 2018 | $12,231,000 | -52.0% | 425,865 | -50.3% | 8.02% | -3.2% |
| Q4 2017 | $25,456,000 | +103.8% | 857,510 | +98.7% | 8.28% | +7.8% |
| Q3 2017 | $12,490,000 | +3.1% | 431,596 | +1.3% | 7.68% | -6.7% |
| Q2 2017 | $12,109,000 | +5.0% | 426,073 | +1.7% | 8.24% | +0.2% |
| Q1 2017 | $11,533,000 | – | 419,068 | – | 8.22% | – |
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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% |