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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,563,000 | -4.2% | 51,206 | -6.0% | 0.32% | -8.0% |
| Q3 2019 | $1,631,000 | -6.6% | 54,483 | -7.0% | 0.35% | -6.9% |
| Q2 2019 | $1,746,000 | +3.7% | 58,555 | +0.4% | 0.38% | +1.9% |
| Q1 2019 | $1,684,000 | -7.3% | 58,335 | -17.1% | 0.37% | -22.1% |
| Q4 2018 | $1,816,000 | -20.1% | 70,354 | -7.3% | 0.48% | -29.4% |
| Q3 2018 | $2,272,000 | -1.3% | 75,890 | -2.5% | 0.67% | -11.1% |
| Q2 2018 | $2,303,000 | -10.0% | 77,806 | -12.7% | 0.76% | -17.8% |
| Q1 2018 | $2,560,000 | -18.9% | 89,124 | -16.1% | 0.92% | -14.7% |
| Q4 2017 | $3,155,000 | +2.3% | 106,273 | -0.3% | 1.08% | +3.5% |
| Q3 2017 | $3,084,000 | +14.1% | 106,570 | +12.0% | 1.04% | +15.4% |
| Q2 2017 | $2,704,000 | +72.1% | 95,133 | +66.7% | 0.90% | +14.1% |
| Q1 2017 | $1,571,000 | +23.2% | 57,080 | +16.9% | 0.79% | -17.1% |
| Q4 2016 | $1,275,000 | +169.6% | 48,818 | +156.3% | 0.96% | +146.6% |
| Q3 2016 | $473,000 | +5.6% | 19,047 | +1.9% | 0.39% | +2.9% |
| Q2 2016 | $448,000 | +7.7% | 18,686 | +7.2% | 0.38% | +6.2% |
| Q1 2016 | $416,000 | +103.9% | 17,436 | +116.9% | 0.36% | +101.7% |
| Q4 2015 | $204,000 | – | 8,037 | – | 0.18% | – |
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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% |