ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 176 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $402,000 | -5.4% | 13,181 | -7.2% | 0.04% | -12.2% |
| Q3 2019 | $425,000 | -15.3% | 14,198 | -15.7% | 0.05% | -15.5% |
| Q2 2019 | $502,000 | -45.4% | 16,849 | -47.1% | 0.06% | -49.1% |
| Q1 2019 | $920,000 | +9.3% | 31,856 | -2.4% | 0.11% | -0.9% |
| Q4 2018 | $842,000 | -24.8% | 32,637 | -12.7% | 0.12% | -8.0% |
| Q3 2018 | $1,119,000 | -23.4% | 37,388 | -24.5% | 0.12% | -29.4% |
| Q2 2018 | $1,460,000 | -32.1% | 49,539 | -33.8% | 0.18% | -36.8% |
| Q1 2018 | $2,151,000 | +111.3% | 74,887 | +118.4% | 0.28% | +101.4% |
| Q4 2017 | $1,018,000 | – | 34,282 | – | 0.14% | – |
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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% |