ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 160 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $1,555,000 | +14.0% | 56,340 | 0.0% | 0.04% | +15.2% |
Q1 2020 | $1,364,000 | -10.8% | 56,340 | +12.3% | 0.03% | +32.0% |
Q4 2019 | $1,530,000 | +58.4% | 50,150 | +55.5% | 0.02% | +38.9% |
Q3 2019 | $966,000 | +0.4% | 32,250 | 0.0% | 0.02% | -5.3% |
Q2 2019 | $962,000 | +3.3% | 32,250 | 0.0% | 0.02% | +5.6% |
Q1 2019 | $931,000 | – | 32,250 | – | 0.02% | – |
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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% |