ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 222 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $1,250,000 | -16.9% | 43,510 | -14.1% | 0.24% | -16.3% |
| Q4 2017 | $1,504,000 | +32.3% | 50,663 | +29.6% | 0.29% | +20.0% |
| Q3 2017 | $1,137,000 | -53.3% | 39,103 | -54.4% | 0.24% | -56.7% |
| Q2 2017 | $2,437,000 | -4.5% | 85,741 | -9.5% | 0.55% | -6.1% |
| Q1 2017 | $2,553,000 | +570.1% | 94,786 | +549.6% | 0.59% | +451.4% |
| Q4 2016 | $381,000 | -94.8% | 14,591 | -95.0% | 0.11% | -96.8% |
| Q4 2015 | $7,375,000 | – | 290,358 | – | 3.35% | – |
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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% |