ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 195 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $336,852 | -9.7% | 12,476 | 0.0% | 0.03% | -16.1% |
| Q3 2022 | $373,000 | -6.0% | 12,476 | 0.0% | 0.03% | -3.1% |
| Q2 2022 | $397,000 | -6.1% | 12,476 | 0.0% | 0.03% | +14.3% |
| Q1 2022 | $423,000 | -4.1% | 12,476 | 0.0% | 0.03% | -15.2% |
| Q4 2021 | $441,000 | +2.8% | 12,476 | 0.0% | 0.03% | -10.8% |
| Q3 2021 | $429,000 | -0.7% | 12,476 | 0.0% | 0.04% | +2.8% |
| Q2 2021 | $432,000 | +5.1% | 12,476 | 0.0% | 0.04% | +12.5% |
| Q1 2021 | $411,000 | +8.2% | 12,476 | 0.0% | 0.03% | +3.2% |
| Q4 2020 | $380,000 | -46.5% | 12,476 | -51.6% | 0.03% | -53.0% |
| Q3 2020 | $710,000 | -41.3% | 25,779 | -41.2% | 0.07% | -45.5% |
| Q2 2020 | $1,209,000 | -46.6% | 43,814 | -53.2% | 0.12% | -42.1% |
| Q1 2020 | $2,265,000 | -20.7% | 93,577 | 0.0% | 0.21% | -36.1% |
| Q4 2019 | $2,856,000 | +1.9% | 93,577 | 0.0% | 0.33% | +3.8% |
| Q3 2019 | $2,802,000 | +0.4% | 93,577 | 0.0% | 0.32% | -1.9% |
| Q2 2019 | $2,790,000 | +3.3% | 93,577 | 0.0% | 0.32% | +6.6% |
| Q1 2019 | $2,702,000 | +11.9% | 93,577 | 0.0% | 0.30% | +1.7% |
| Q4 2018 | $2,415,000 | -65.8% | 93,577 | -60.3% | 0.30% | -66.2% |
| Q3 2018 | $7,059,000 | +1.1% | 235,763 | 0.0% | 0.88% | +11.9% |
| Q2 2018 | $6,980,000 | +3.1% | 235,763 | 0.0% | 0.78% | -34.1% |
| Q1 2018 | $6,771,000 | -3.3% | 235,763 | 0.0% | 1.19% | +57.9% |
| Q4 2017 | $6,999,000 | +2.6% | 235,763 | 0.0% | 0.75% | -8.4% |
| Q3 2017 | $6,823,000 | +1.8% | 235,763 | 0.0% | 0.82% | -22.3% |
| Q2 2017 | $6,700,000 | +3.3% | 235,763 | 0.0% | 1.06% | -2.6% |
| Q1 2017 | $6,488,000 | +81.4% | 235,763 | +62.0% | 1.09% | -48.0% |
| Q3 2015 | $3,577,000 | – | 145,540 | – | 2.09% | – |
Download | ||||||
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% |