ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 221 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $31,000 | -90.5% | 1,000 | -90.9% | 0.00% | -90.0% |
| Q1 2023 | $324,642 | +9.1% | 11,016 | 0.0% | 0.03% | +7.1% |
| Q4 2022 | $297,432 | -9.6% | 11,016 | 0.0% | 0.03% | -15.2% |
| Q3 2022 | $329,000 | -6.3% | 11,016 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $351,000 | -22.5% | 11,016 | -17.5% | 0.03% | -8.3% |
| Q1 2022 | $453,000 | -41.3% | 13,359 | -47.2% | 0.04% | -59.6% |
| Q4 2019 | $772,000 | +2.0% | 25,289 | 0.0% | 0.09% | -6.3% |
| Q3 2019 | $757,000 | +0.4% | 25,289 | 0.0% | 0.10% | +9.2% |
| Q2 2019 | $754,000 | +3.3% | 25,289 | 0.0% | 0.09% | +16.0% |
| Q1 2019 | $730,000 | -9.7% | 25,289 | -19.2% | 0.08% | -19.4% |
| Q4 2018 | $808,000 | -22.8% | 31,289 | -10.5% | 0.09% | -13.9% |
| Q3 2018 | $1,046,000 | +1.1% | 34,950 | 0.0% | 0.11% | -6.9% |
| Q2 2018 | $1,035,000 | +3.1% | 34,950 | 0.0% | 0.12% | 0.0% |
| Q1 2018 | $1,004,000 | -3.2% | 34,950 | 0.0% | 0.12% | +3.6% |
| Q4 2017 | $1,037,000 | – | 34,950 | – | 0.11% | – |
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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% |