ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 198 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $350,000 | +19.0% | 11,681 | +17.8% | 0.00% | – |
| Q2 2018 | $294,000 | -32.9% | 9,917 | -34.9% | 0.00% | – |
| Q1 2018 | $438,000 | +68.5% | 15,236 | +73.8% | 0.00% | – |
| Q4 2017 | $260,000 | +87.1% | 8,768 | +82.6% | 0.00% | – |
| Q3 2017 | $139,000 | -18.2% | 4,803 | -19.8% | 0.00% | – |
| Q2 2017 | $170,000 | -33.6% | 5,986 | -35.6% | 0.00% | – |
| Q1 2017 | $256,000 | -15.8% | 9,302 | -20.1% | 0.00% | – |
| Q4 2016 | $304,000 | -17.8% | 11,648 | -21.9% | 0.00% | -100.0% |
| Q3 2016 | $370,000 | -4.6% | 14,921 | -7.8% | 0.00% | 0.0% |
| Q2 2016 | $388,000 | +11.8% | 16,192 | +12.5% | 0.00% | – |
| Q1 2016 | $347,000 | -31.2% | 14,392 | -27.4% | 0.00% | – |
| Q4 2015 | $504,000 | +54.6% | 19,831 | +49.6% | 0.00% | – |
| Q3 2015 | $326,000 | +103.8% | 13,259 | +125.8% | 0.00% | – |
| Q2 2015 | $160,000 | – | 5,872 | – | 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% |