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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,000 | -99.9% | 33 | -99.9% | 0.00% | -100.0% |
| Q1 2019 | $688,000 | +7.0% | 23,846 | -4.2% | 0.03% | -5.7% |
| Q4 2018 | $643,000 | -21.3% | 24,894 | -8.7% | 0.04% | +20.7% |
| Q3 2018 | $817,000 | +0.1% | 27,273 | -1.1% | 0.03% | +3.6% |
| Q2 2018 | $816,000 | -22.3% | 27,568 | -24.6% | 0.03% | -24.3% |
| Q1 2018 | $1,050,000 | -8.4% | 36,545 | -5.3% | 0.04% | -5.1% |
| Q4 2017 | $1,146,000 | -0.2% | 38,591 | -2.7% | 0.04% | -4.9% |
| Q3 2017 | $1,148,000 | +25.3% | 39,672 | +23.1% | 0.04% | -6.8% |
| Q2 2017 | $916,000 | +2.8% | 32,225 | -0.5% | 0.04% | -2.2% |
| Q1 2017 | $891,000 | – | 32,389 | – | 0.04% | – |
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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% |