ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 200 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $480,000 | -15.6% | 19,816 | +6.3% | 0.02% | 0.0% |
| Q4 2019 | $569,000 | -5.0% | 18,640 | -6.8% | 0.02% | -15.4% |
| Q3 2019 | $599,000 | -10.9% | 20,004 | -11.2% | 0.03% | -10.3% |
| Q2 2019 | $672,000 | +10.7% | 22,533 | +7.1% | 0.03% | +7.4% |
| Q1 2019 | $607,000 | +25.2% | 21,034 | +11.9% | 0.03% | +8.0% |
| Q4 2018 | $485,000 | -13.1% | 18,794 | +0.9% | 0.02% | 0.0% |
| Q3 2018 | $558,000 | +23.2% | 18,633 | +21.8% | 0.02% | +25.0% |
| Q2 2018 | $453,000 | -57.4% | 15,294 | -58.7% | 0.02% | -55.6% |
| Q1 2018 | $1,063,000 | +170.5% | 37,026 | +179.7% | 0.04% | +150.0% |
| Q4 2017 | $393,000 | -53.3% | 13,239 | -54.4% | 0.02% | -55.0% |
| Q3 2017 | $841,000 | -10.2% | 29,055 | -11.9% | 0.04% | -16.7% |
| Q2 2017 | $937,000 | -82.9% | 32,971 | -84.7% | 0.05% | -89.5% |
| Q4 2015 | $5,473,000 | -14.5% | 215,477 | -17.3% | 0.46% | -43.3% |
| Q3 2015 | $6,403,000 | -23.5% | 260,503 | -15.0% | 0.80% | -25.2% |
| Q2 2015 | $8,370,000 | +81.7% | 306,485 | +85.6% | 1.08% | +96.2% |
| Q1 2015 | $4,607,000 | – | 165,120 | – | 0.55% | – |
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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% |