ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 208 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $201,000 | +1.5% | 6,600 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $198,000 | +0.5% | 6,600 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $197,000 | +3.1% | 6,600 | 0.0% | 0.01% | -7.1% |
| Q1 2019 | $191,000 | +12.4% | 6,600 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $170,000 | -14.1% | 6,600 | 0.0% | 0.01% | -6.7% |
| Q3 2018 | $198,000 | +1.5% | 6,600 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $195,000 | +2.6% | 6,600 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $190,000 | -3.1% | 6,600 | 0.0% | 0.02% | -11.8% |
| Q4 2017 | $196,000 | +2.6% | 6,600 | 0.0% | 0.02% | -10.5% |
| Q3 2017 | $191,000 | +1.6% | 6,600 | 0.0% | 0.02% | +18.8% |
| Q2 2017 | $188,000 | +3.3% | 6,600 | 0.0% | 0.02% | -5.9% |
| Q1 2017 | $182,000 | +5.8% | 6,600 | 0.0% | 0.02% | +6.2% |
| Q4 2016 | $172,000 | +4.9% | 6,600 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $164,000 | +3.8% | 6,600 | 0.0% | 0.02% | -11.1% |
| Q2 2016 | $158,000 | 0.0% | 6,600 | 0.0% | 0.02% | -5.3% |
| Q1 2016 | $158,000 | -6.0% | 6,600 | 0.0% | 0.02% | -13.6% |
| Q4 2015 | $168,000 | +3.7% | 6,600 | 0.0% | 0.02% | -4.3% |
| Q3 2015 | $162,000 | -10.0% | 6,600 | 0.0% | 0.02% | -4.2% |
| Q2 2015 | $180,000 | – | 6,600 | – | 0.02% | – |
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% |