ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 222 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,000 | -93.3% | 42 | -91.7% | 0.00% | -100.0% |
| Q4 2019 | $15,000 | +7.1% | 507 | +3.5% | 0.00% | 0.0% |
| Q3 2019 | $14,000 | 0.0% | 490 | +2.1% | 0.00% | 0.0% |
| Q2 2019 | $14,000 | -61.1% | 480 | -62.2% | 0.00% | -57.1% |
| Q1 2019 | $36,000 | +12.5% | 1,271 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $32,000 | -15.8% | 1,271 | 0.0% | 0.01% | +14.3% |
| Q3 2018 | $38,000 | -28.3% | 1,271 | -30.2% | 0.01% | -36.4% |
| Q2 2018 | $53,000 | -85.4% | 1,820 | -84.7% | 0.01% | -89.5% |
| Q4 2017 | $364,000 | – | 11,888 | – | 0.10% | – |
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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% |