ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 162 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $989,000 | -96.1% | 33,028 | -96.2% | 0.08% | -96.6% |
| Q2 2018 | $25,562,000 | +9.6% | 863,439 | +6.3% | 2.23% | +5.2% |
| Q1 2018 | $23,322,000 | -11.5% | 812,056 | -8.6% | 2.12% | -10.6% |
| Q4 2017 | $26,363,000 | +28.4% | 888,098 | +25.2% | 2.37% | +27.4% |
| Q3 2017 | $20,533,000 | -21.9% | 709,509 | -23.3% | 1.86% | -25.8% |
| Q2 2017 | $26,278,000 | +98.0% | 924,645 | +91.8% | 2.50% | +86.7% |
| Q1 2017 | $13,270,000 | +48.3% | 482,208 | +40.7% | 1.34% | +36.5% |
| Q4 2016 | $8,950,000 | +36.8% | 342,642 | +29.9% | 0.98% | +36.3% |
| Q3 2016 | $6,544,000 | +90.0% | 263,754 | +83.6% | 0.72% | +60.2% |
| Q2 2016 | $3,444,000 | +115.1% | 143,633 | +114.1% | 0.45% | +86.7% |
| Q1 2016 | $1,601,000 | – | 67,089 | – | 0.24% | – |
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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% |