ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 176 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,021,383 | +58.6% | 33,933 | +63.3% | 0.24% | +71.9% |
| Q2 2023 | $644,056 | +27.6% | 20,776 | +21.3% | 0.14% | +19.8% |
| Q1 2023 | $504,762 | +22.7% | 17,128 | +12.4% | 0.12% | +20.8% |
| Q4 2022 | $411,453 | +8.6% | 15,239 | +20.1% | 0.10% | +4.3% |
| Q3 2022 | $379,000 | -6.2% | 12,685 | 0.0% | 0.09% | +1.1% |
| Q2 2022 | $404,000 | -6.3% | 12,685 | 0.0% | 0.09% | +13.8% |
| Q1 2022 | $431,000 | -3.8% | 12,685 | 0.0% | 0.08% | -4.8% |
| Q4 2021 | $448,000 | +2.8% | 12,685 | 0.0% | 0.08% | -6.7% |
| Q3 2021 | $436,000 | – | 12,685 | – | 0.09% | – |
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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% |