ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 200 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $5,838,000 | -28.6% | 191,238 | -29.9% | 0.04% | -33.3% |
| Q3 2019 | $8,175,000 | +6.9% | 272,998 | +6.5% | 0.06% | +1.7% |
| Q2 2019 | $7,644,000 | -7.3% | 256,281 | -10.2% | 0.06% | -13.2% |
| Q1 2019 | $8,244,000 | +2.3% | 285,465 | -8.6% | 0.07% | -13.9% |
| Q4 2018 | $8,061,000 | -12.4% | 312,243 | +1.7% | 0.08% | -15.1% |
| Q3 2018 | $9,197,000 | +25.4% | 307,129 | +24.0% | 0.09% | -7.9% |
| Q2 2018 | $7,336,000 | -77.4% | 247,763 | -78.1% | 0.10% | -77.4% |
| Q1 2018 | $32,486,000 | -18.4% | 1,131,080 | -15.7% | 0.45% | -16.2% |
| Q4 2017 | $39,828,000 | +37.3% | 1,341,697 | +33.9% | 0.53% | +16.7% |
| Q3 2017 | $29,003,000 | -5.4% | 1,002,216 | -7.1% | 0.46% | -15.4% |
| Q2 2017 | $30,668,000 | +108.5% | 1,079,134 | +101.8% | 0.54% | +81.5% |
| Q1 2017 | $14,712,000 | +174.8% | 534,622 | +160.8% | 0.30% | +145.5% |
| Q4 2016 | $5,354,000 | +15.4% | 205,023 | +9.6% | 0.12% | +8.0% |
| Q3 2016 | $4,640,000 | +29.6% | 187,034 | +25.2% | 0.11% | +19.1% |
| Q2 2016 | $3,580,000 | – | 149,395 | – | 0.09% | – |
Download | ||||||
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% |