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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $38,982,000 | -3.7% | 1,302 | -4.1% | 0.00% | – |
| Q2 2019 | $40,496,000 | -16.3% | 1,358 | -19.0% | 0.00% | – |
| Q1 2019 | $48,386,000 | -61.3% | 1,676 | -65.4% | 0.00% | – |
| Q4 2018 | $124,972,000 | -15.4% | 4,842 | -1.8% | 0.00% | – |
| Q3 2018 | $147,634,000 | +9.2% | 4,931 | +8.0% | 0.00% | – |
| Q2 2018 | $135,147,000 | +2.9% | 4,565 | -0.2% | 0.00% | – |
| Q1 2018 | $131,365,000 | -39.3% | 4,574 | -37.3% | 0.00% | – |
| Q4 2017 | $216,404,000 | +58.5% | 7,290 | +54.5% | 0.00% | – |
| Q3 2017 | $136,539,000 | +90.2% | 4,718 | +86.8% | 0.00% | – |
| Q2 2017 | $71,789,000 | +1333.2% | 2,526 | +1287.9% | 0.00% | – |
| Q1 2017 | $5,009,000 | – | 182 | – | 0.00% | – |
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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% |