ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 134 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 46.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,701,000 | +8.6% | 88,508 | +5.3% | 0.50% | +6.8% |
| Q3 2019 | $2,488,000 | +2.0% | 84,058 | +2.7% | 0.47% | -4.5% |
| Q2 2019 | $2,440,000 | +3.2% | 81,809 | -0.1% | 0.49% | +12.8% |
| Q1 2019 | $2,365,000 | -14.6% | 81,906 | -12.2% | 0.44% | -28.9% |
| Q4 2017 | $2,769,000 | +6.8% | 93,282 | +4.1% | 0.62% | -0.6% |
| Q3 2017 | $2,592,000 | +1.4% | 89,568 | +0.0% | 0.62% | -7.6% |
| Q2 2017 | $2,557,000 | +13.1% | 89,554 | +9.0% | 0.67% | -4.1% |
| Q1 2017 | $2,260,000 | +18.0% | 82,129 | +12.0% | 0.70% | +0.6% |
| Q4 2016 | $1,916,000 | +12.5% | 73,337 | +6.8% | 0.70% | +19.0% |
| Q3 2016 | $1,703,000 | +3.7% | 68,642 | +0.2% | 0.58% | -0.2% |
| Q2 2016 | $1,643,000 | +15.5% | 68,496 | +14.9% | 0.58% | +9.8% |
| Q1 2016 | $1,423,000 | +22.8% | 59,607 | +30.6% | 0.53% | +26.9% |
| Q4 2015 | $1,159,000 | +476.6% | 45,633 | +457.9% | 0.42% | +412.2% |
| Q3 2015 | $201,000 | – | 8,180 | – | 0.08% | – |
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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% |