ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 221 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $930,000 | -19.8% | 38,411 | +1.0% | 0.27% | +5.1% |
| Q4 2019 | $1,160,000 | -3.1% | 38,020 | -4.9% | 0.26% | -14.6% |
| Q3 2019 | $1,197,000 | -6.6% | 39,985 | -6.9% | 0.30% | +9.5% |
| Q2 2019 | $1,281,000 | +6.2% | 42,968 | +2.8% | 0.28% | +4.2% |
| Q1 2019 | $1,206,000 | +4.2% | 41,781 | -5.8% | 0.26% | 0.0% |
| Q4 2018 | $1,157,000 | -37.5% | 44,342 | -28.2% | 0.26% | -42.4% |
| Q3 2018 | $1,850,000 | +6.3% | 61,797 | +5.1% | 0.46% | +1.1% |
| Q2 2018 | $1,741,000 | +4.4% | 58,822 | +1.3% | 0.45% | +5.1% |
| Q1 2018 | $1,668,000 | -62.1% | 58,062 | -60.8% | 0.43% | -68.7% |
| Q4 2017 | $4,401,000 | – | 148,258 | – | 1.38% | – |
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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% |