ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 225 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |