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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $4,000 | -98.0% | 124 | -98.2% | 0.00% | -99.3% |
| Q1 2018 | $198,000 | +12.5% | 7,020 | +23.0% | 0.15% | +11.4% |
| Q4 2017 | $176,000 | +151.4% | 5,709 | +136.4% | 0.13% | +109.5% |
| Q3 2017 | $70,000 | +89.2% | 2,415 | +85.2% | 0.06% | +61.5% |
| Q2 2017 | $37,000 | +311.1% | 1,304 | +285.8% | 0.04% | +333.3% |
| Q1 2017 | $9,000 | -52.6% | 338 | -52.1% | 0.01% | -65.4% |
| Q4 2016 | $19,000 | – | 706 | – | 0.03% | – |
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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% |