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 2019 | $245,000 | -0.8% | 8,042 | -2.4% | 0.01% | -7.7% |
| Q3 2019 | $247,000 | -2.0% | 8,242 | -2.4% | 0.01% | -7.1% |
| Q2 2019 | $252,000 | +3.3% | 8,442 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $244,000 | -73.4% | 8,442 | -76.3% | 0.01% | -76.7% |
| Q4 2018 | $919,000 | -0.4% | 35,612 | +15.5% | 0.06% | +17.6% |
| Q3 2018 | $923,000 | -2.1% | 30,839 | -3.1% | 0.05% | -7.3% |
| Q2 2018 | $943,000 | +2.9% | 31,839 | -0.2% | 0.06% | +5.8% |
| Q1 2018 | $916,000 | -16.2% | 31,907 | -13.3% | 0.05% | -11.9% |
| Q4 2017 | $1,093,000 | -2.3% | 36,807 | -4.8% | 0.06% | -4.8% |
| Q3 2017 | $1,119,000 | +0.4% | 38,682 | -1.3% | 0.06% | -1.6% |
| Q2 2017 | $1,114,000 | +1.9% | 39,182 | -1.4% | 0.06% | -3.1% |
| Q1 2017 | $1,093,000 | +4.3% | 39,732 | -1.0% | 0.06% | 0.0% |
| Q4 2016 | $1,048,000 | +2.9% | 40,132 | -2.2% | 0.06% | 0.0% |
| Q3 2016 | $1,018,000 | +3.5% | 41,032 | +0.0% | 0.06% | +3.2% |
| Q2 2016 | $984,000 | +0.5% | 41,020 | 0.0% | 0.06% | -1.6% |
| Q1 2016 | $979,000 | +23.0% | 41,020 | +31.0% | 0.06% | +20.8% |
| Q4 2015 | $796,000 | +6.7% | 31,320 | +3.2% | 0.05% | +1.9% |
| Q3 2015 | $746,000 | +97.4% | 30,350 | +119.1% | 0.05% | +116.7% |
| Q2 2015 | $378,000 | -34.9% | 13,850 | -33.6% | 0.02% | -35.1% |
| Q1 2015 | $581,000 | – | 20,850 | – | 0.04% | – |
Download | ||||||
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% |