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 | $456,000 | -11.8% | 14,935 | -13.6% | 0.32% | -16.0% |
| Q3 2019 | $517,000 | -1.7% | 17,290 | -1.9% | 0.39% | -1.0% |
| Q2 2019 | $526,000 | -14.6% | 17,630 | -17.4% | 0.39% | -15.6% |
| Q1 2019 | $616,000 | +9.2% | 21,344 | -2.4% | 0.46% | -1.7% |
| Q4 2018 | $564,000 | -28.7% | 21,861 | -17.3% | 0.47% | -17.2% |
| Q3 2018 | $791,000 | -16.7% | 26,442 | -17.6% | 0.57% | -11.6% |
| Q2 2018 | $950,000 | -27.3% | 32,102 | -29.5% | 0.64% | -26.6% |
| Q1 2018 | $1,307,000 | -6.8% | 45,526 | -3.6% | 0.88% | -10.6% |
| Q4 2017 | $1,402,000 | -12.0% | 47,243 | -14.2% | 0.98% | -17.6% |
| Q3 2017 | $1,593,000 | -5.3% | 55,057 | -7.0% | 1.19% | -10.1% |
| Q2 2017 | $1,682,000 | +3.8% | 59,187 | +0.5% | 1.32% | -2.6% |
| Q1 2017 | $1,621,000 | +3.4% | 58,901 | -1.9% | 1.36% | -4.2% |
| Q4 2016 | $1,568,000 | +4.7% | 60,057 | -0.5% | 1.42% | +2.9% |
| Q3 2016 | $1,497,000 | +2.0% | 60,353 | -1.3% | 1.38% | -2.4% |
| Q2 2016 | $1,467,000 | -8.2% | 61,175 | -8.7% | 1.41% | -11.8% |
| Q1 2016 | $1,598,000 | +17.5% | 66,986 | +25.1% | 1.60% | +8.5% |
| Q4 2015 | $1,360,000 | – | 53,546 | – | 1.48% | – |
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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% |