ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 162 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $225,000 | -85.0% | 8,713 | -82.6% | 0.01% | -83.8% |
| Q3 2018 | $1,501,000 | -4.1% | 50,143 | -5.2% | 0.07% | -8.6% |
| Q2 2018 | $1,565,000 | -35.7% | 52,891 | -37.6% | 0.08% | -36.7% |
| Q1 2018 | $2,434,000 | -16.7% | 84,728 | -13.9% | 0.13% | -15.2% |
| Q4 2017 | $2,922,000 | -2.9% | 98,427 | -5.4% | 0.15% | -7.9% |
| Q3 2017 | $3,010,000 | -12.7% | 104,004 | -14.3% | 0.16% | -13.2% |
| Q2 2017 | $3,449,000 | +14.5% | 121,346 | +10.9% | 0.19% | +14.5% |
| Q1 2017 | $3,011,000 | +16.3% | 109,431 | +10.5% | 0.16% | +10.7% |
| Q4 2016 | $2,588,000 | +43.5% | 99,075 | +36.3% | 0.15% | +44.7% |
| Q3 2016 | $1,804,000 | +18.1% | 72,691 | +14.1% | 0.10% | +18.4% |
| Q2 2016 | $1,528,000 | +12.6% | 63,731 | +12.1% | 0.09% | +8.8% |
| Q1 2016 | $1,357,000 | -7.3% | 56,835 | -1.4% | 0.08% | -8.0% |
| Q4 2015 | $1,464,000 | – | 57,655 | – | 0.09% | – |
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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% |