ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 226 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $1,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $1,000 | -99.7% | 43 | -99.7% | 0.00% | -99.6% |
Q3 2020 | $373,000 | +1.4% | 13,532 | +1.4% | 0.26% | 0.0% |
Q2 2020 | $368,000 | -64.3% | 13,348 | -66.5% | 0.26% | -74.7% |
Q1 2020 | $1,031,000 | -40.0% | 39,841 | -29.3% | 1.03% | -22.3% |
Q4 2019 | $1,719,000 | +3.7% | 56,335 | +1.7% | 1.33% | +0.3% |
Q3 2019 | $1,658,000 | – | 55,380 | – | 1.33% | – |
Download |
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% |