ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 202 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,688,000 | +25.4% | 58,463 | +12.1% | 0.27% | +8.7% |
| Q4 2018 | $1,346,000 | -28.7% | 52,147 | -17.3% | 0.25% | -18.2% |
| Q3 2018 | $1,887,000 | +19.2% | 63,031 | +17.9% | 0.31% | +12.0% |
| Q2 2018 | $1,583,000 | +5.8% | 53,472 | +2.6% | 0.28% | -27.4% |
| Q1 2018 | $1,496,000 | +14.6% | 52,093 | +18.5% | 0.38% | +24.3% |
| Q4 2017 | $1,305,000 | +216.7% | 43,970 | +209.2% | 0.30% | +193.3% |
| Q3 2017 | $412,000 | – | 14,220 | – | 0.10% | – |
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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% |