ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 201 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| Private Vista, LLC | 1,858,792 | $55,439,000 | 13.87% |
| Schoolcraft Capital LLC | 495,372 | $14,771,982 | 8.80% |
| Rainier Group Investment Advisory LLC | 611,803 | $18,244,000 | 8.18% |
| WESCAP Management Group, Inc. | 449,850 | $13,414,000 | 5.54% |
| VERITY Wealth Advisors | 183,970 | $5,486,000 | 5.40% |
| BT Wealth Management LLC | 305,822 | $8,676,000 | 5.01% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,640,454 | $48,918,000 | 4.07% |
| Cypress Capital, LLC | 237,388 | $7,079,000 | 3.20% |
| FIRST HAWAIIAN BANK | 1,799,495 | $53,661,000 | 2.87% |
| Meridian Wealth Advisors, LLC | 129,714 | $3,868,000 | 2.70% |