ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 162 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,897,000 | +1.9% | 94,929 | 0.0% | 0.84% | -21.2% |
| Q3 2019 | $2,842,000 | -1.4% | 94,929 | -1.8% | 1.06% | +7.5% |
| Q2 2019 | $2,882,000 | -0.1% | 96,654 | -3.3% | 0.99% | -4.2% |
| Q1 2019 | $2,886,000 | +9.8% | 99,964 | -1.9% | 1.03% | -11.9% |
| Q4 2018 | $2,629,000 | -13.8% | 101,854 | 0.0% | 1.17% | +16.3% |
| Q3 2018 | $3,050,000 | -13.0% | 101,854 | -14.0% | 1.00% | -30.2% |
| Q2 2018 | $3,505,000 | -6.8% | 118,398 | -9.6% | 1.44% | +30.2% |
| Q1 2018 | $3,761,000 | -0.8% | 130,948 | +2.5% | 1.10% | -9.5% |
| Q4 2017 | $3,793,000 | +3.3% | 127,785 | +0.7% | 1.22% | -17.8% |
| Q3 2017 | $3,671,000 | +0.9% | 126,855 | -1.3% | 1.49% | -1.7% |
| Q2 2017 | $3,637,000 | -0.3% | 128,530 | +1.0% | 1.51% | -5.3% |
| Q1 2017 | $3,647,000 | -41.1% | 127,300 | -46.3% | 1.60% | -39.3% |
| Q4 2016 | $6,195,000 | +8271.6% | 237,180 | +7806.0% | 2.63% | +6011.6% |
| Q3 2016 | $74,000 | +1.4% | 3,000 | 0.0% | 0.04% | -6.5% |
| Q2 2016 | $73,000 | -76.5% | 3,000 | -76.9% | 0.05% | -82.2% |
| Q1 2016 | $310,000 | -53.7% | 12,983 | -50.8% | 0.26% | -60.6% |
| Q4 2015 | $670,000 | – | 26,383 | – | 0.66% | – |
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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% |