ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 213 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26 | 0.0% | 848 | 0.0% | 0.00% | – |
| Q2 2023 | $26 | +4.0% | 848 | 0.0% | 0.00% | – |
| Q1 2023 | $25 | +8.7% | 848 | 0.0% | 0.00% | – |
| Q4 2022 | $23 | -99.9% | 848 | 0.0% | 0.00% | – |
| Q3 2022 | $25,000 | -7.4% | 848 | 0.0% | 0.00% | – |
| Q2 2022 | $27,000 | -50.0% | 848 | -46.3% | 0.00% | – |
| Q1 2022 | $54,000 | -3.6% | 1,578 | 0.0% | 0.00% | – |
| Q4 2021 | $56,000 | +3.7% | 1,578 | 0.0% | 0.00% | – |
| Q3 2021 | $54,000 | +86.2% | 1,578 | +86.1% | 0.00% | – |
| Q2 2021 | $29,000 | +3.6% | 848 | 0.0% | 0.00% | – |
| Q1 2021 | $28,000 | +7.7% | 848 | 0.0% | 0.00% | – |
| Q4 2020 | $26,000 | +13.0% | 848 | 0.0% | 0.00% | – |
| Q3 2020 | $23,000 | 0.0% | 848 | 0.0% | 0.00% | – |
| Q2 2020 | $23,000 | +9.5% | 848 | 0.0% | 0.00% | – |
| Q1 2020 | $21,000 | -19.2% | 848 | 0.0% | 0.00% | – |
| Q4 2019 | $26,000 | +8.3% | 848 | -7.6% | 0.00% | – |
| Q4 2016 | $24,000 | -91.1% | 918 | -91.8% | 0.00% | -100.0% |
| Q2 2016 | $270,000 | +264.9% | 11,250 | +260.6% | 0.00% | – |
| Q1 2016 | $74,000 | -6.3% | 3,120 | 0.0% | 0.00% | – |
| Q4 2015 | $79,000 | – | 3,120 | – | 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% |