ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 198 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $8,701,000 | +8.3% | 285,131 | +6.2% | 1.66% | -2.6% |
| Q3 2019 | $8,035,000 | +2.1% | 268,364 | +1.7% | 1.70% | -3.6% |
| Q2 2019 | $7,872,000 | +9.6% | 263,982 | +6.1% | 1.76% | +3.7% |
| Q1 2019 | $7,185,000 | +18.1% | 248,868 | +5.6% | 1.70% | +11.2% |
| Q4 2018 | $6,082,000 | -41.0% | 235,658 | -31.5% | 1.53% | -39.2% |
| Q3 2018 | $10,307,000 | +8.6% | 344,264 | +7.4% | 2.51% | 0.0% |
| Q2 2018 | $9,491,000 | +13.4% | 320,602 | +10.1% | 2.51% | +8.5% |
| Q1 2018 | $8,366,000 | +12.3% | 291,282 | +16.1% | 2.32% | +5.1% |
| Q4 2017 | $7,450,000 | +11.7% | 250,961 | +8.9% | 2.20% | +2.6% |
| Q3 2017 | $6,670,000 | +44.4% | 230,489 | +41.8% | 2.15% | +33.4% |
| Q2 2017 | $4,618,000 | +468.7% | 162,506 | +450.8% | 1.61% | +424.4% |
| Q1 2017 | $812,000 | – | 29,503 | – | 0.31% | – |
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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% |