ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 202 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,286,000 | +11.9% | 44,555 | +1.2% | 0.92% | +11.9% |
| Q4 2018 | $1,149,000 | -4.9% | 44,025 | +9.1% | 0.83% | +3.6% |
| Q3 2018 | $1,208,000 | +1.2% | 40,345 | 0.0% | 0.80% | +43.3% |
| Q2 2018 | $1,194,000 | +3.0% | 40,345 | 0.0% | 0.56% | -4.0% |
| Q1 2018 | $1,159,000 | -4.2% | 40,345 | 0.0% | 0.58% | -6.8% |
| Q4 2017 | $1,210,000 | +3.6% | 40,345 | 0.0% | 0.62% | -7.7% |
| Q3 2017 | $1,168,000 | +1.8% | 40,345 | 0.0% | 0.67% | -27.9% |
| Q2 2017 | $1,147,000 | +3.3% | 40,345 | 0.0% | 0.94% | -5.0% |
| Q1 2017 | $1,110,000 | +4.3% | 40,345 | 0.0% | 0.98% | -3.4% |
| Q4 2016 | $1,064,000 | – | 40,345 | – | 1.02% | – |
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% |