ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 198 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,166,255 | +463.4% | 38,746 | +383.1% | 0.11% | +150.0% |
| Q4 2018 | $207,000 | -99.7% | 8,021 | -99.6% | 0.04% | -95.0% |
| Q3 2018 | $69,907,000 | +354.4% | 2,036,737 | +349.3% | 0.88% | +408.7% |
| Q2 2018 | $15,384,000 | +777.6% | 453,362 | +631.1% | 0.17% | -48.2% |
| Q1 2018 | $1,753,000 | -0.5% | 62,009 | +7.3% | 0.33% | +0.9% |
| Q4 2017 | $1,762,000 | -13.5% | 57,790 | -17.3% | 0.33% | -21.6% |
| Q3 2017 | $2,038,000 | -1.9% | 69,907 | -5.4% | 0.42% | -9.4% |
| Q2 2017 | $2,078,000 | +134.3% | 73,881 | +127.7% | 0.47% | +112.8% |
| Q1 2017 | $887,000 | – | 32,442 | – | 0.22% | – |
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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% |