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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $293,000 | -49.0% | 9,589 | -50.0% | 0.02% | -52.4% |
| Q3 2019 | $574,000 | -19.7% | 19,183 | -20.0% | 0.04% | -20.8% |
| Q2 2019 | $715,000 | +3.3% | 23,983 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $692,000 | -95.6% | 23,983 | -95.6% | 0.05% | -95.9% |
| Q1 2018 | $15,595,000 | -16.3% | 543,005 | -13.5% | 1.30% | -14.4% |
| Q4 2017 | $18,643,000 | +27.4% | 628,040 | +24.2% | 1.52% | +23.4% |
| Q3 2017 | $14,639,000 | -26.8% | 505,855 | -28.1% | 1.24% | -29.3% |
| Q2 2017 | $20,007,000 | +14.0% | 703,974 | +10.4% | 1.75% | +10.9% |
| Q1 2017 | $17,550,000 | +83.5% | 637,719 | +74.2% | 1.58% | +77.6% |
| Q4 2016 | $9,565,000 | -38.1% | 366,189 | -41.2% | 0.89% | -37.7% |
| Q3 2016 | $15,451,000 | – | 622,756 | – | 1.42% | – |
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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% |