ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 221 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $12,000 | +9.1% | 411 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | -91.3% | 411 | -90.3% | 0.00% | -91.3% |
| Q3 2018 | $126,000 | -57.6% | 4,224 | -57.8% | 0.05% | -59.3% |
| Q2 2018 | $297,000 | +3.1% | 10,018 | 0.0% | 0.11% | +0.9% |
| Q1 2018 | $288,000 | -3.7% | 10,018 | -0.7% | 0.11% | -8.2% |
| Q4 2017 | $299,000 | -8.8% | 10,089 | -11.0% | 0.12% | -15.9% |
| Q3 2017 | $328,000 | -10.4% | 11,339 | -12.0% | 0.14% | -17.1% |
| Q2 2017 | $366,000 | +3.1% | 12,885 | 0.0% | 0.18% | -0.6% |
| Q1 2017 | $355,000 | +9.9% | 12,885 | +4.3% | 0.18% | +4.1% |
| Q4 2016 | $323,000 | +124.3% | 12,353 | +113.4% | 0.17% | +119.5% |
| Q3 2016 | $144,000 | +3.6% | 5,788 | 0.0% | 0.08% | 0.0% |
| Q2 2016 | $139,000 | +59.8% | 5,788 | +57.9% | 0.08% | +57.1% |
| Q1 2016 | $87,000 | – | 3,665 | – | 0.05% | – |
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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% |