ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 202 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $127,000 | +5.0% | 3,660 | 0.0% | 0.00% | – |
| Q1 2021 | $121,000 | +8.0% | 3,660 | 0.0% | 0.00% | – |
| Q4 2020 | $112,000 | +10.9% | 3,660 | 0.0% | 0.00% | – |
| Q3 2020 | $101,000 | -73.2% | 3,660 | -73.2% | 0.00% | – |
| Q2 2020 | $377,000 | -31.9% | 13,660 | -40.3% | 0.00% | – |
| Q1 2020 | $554,000 | +80.5% | 22,899 | +127.1% | 0.00% | – |
| Q4 2019 | $307,000 | +2.7% | 10,085 | +0.8% | 0.00% | – |
| Q3 2019 | $299,000 | +0.3% | 10,000 | 0.0% | 0.00% | – |
| Q2 2019 | $298,000 | -22.0% | 10,000 | -24.7% | 0.00% | – |
| Q1 2019 | $382,000 | -25.1% | 13,275 | -32.9% | 0.00% | – |
| Q4 2018 | $510,000 | +70.6% | 19,771 | +97.7% | 0.00% | – |
| Q3 2018 | $299,000 | +1.0% | 10,000 | 0.0% | 0.00% | – |
| Q2 2018 | $296,000 | +3.1% | 10,000 | 0.0% | 0.00% | – |
| Q1 2018 | $287,000 | +617.5% | 10,000 | +525.0% | 0.00% | – |
| Q4 2014 | $40,000 | 0.0% | 1,600 | 0.0% | 0.00% | – |
| Q3 2014 | $40,000 | -39.4% | 1,600 | -38.5% | 0.00% | – |
| Q2 2014 | $66,000 | +3.1% | 2,600 | 0.0% | 0.00% | – |
| Q1 2014 | $64,000 | – | 2,600 | – | 0.00% | – |
Download | ||||||
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% |