ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 165 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $289,000 | -12.7% | 10,510 | -12.5% | 0.01% | -20.0% |
| Q2 2020 | $331,000 | -77.7% | 12,005 | -80.4% | 0.01% | -79.2% |
| Q1 2020 | $1,485,000 | -30.2% | 61,338 | -12.0% | 0.05% | -11.1% |
| Q4 2019 | $2,127,000 | +0.1% | 69,684 | -1.8% | 0.05% | -20.6% |
| Q3 2019 | $2,125,000 | -4.6% | 70,982 | -5.0% | 0.07% | -4.2% |
| Q2 2019 | $2,227,000 | +105.6% | 74,697 | +99.2% | 0.07% | +57.8% |
| Q1 2019 | $1,083,000 | +7.2% | 37,496 | -4.2% | 0.04% | -8.2% |
| Q4 2018 | $1,010,000 | -12.9% | 39,125 | +1.1% | 0.05% | -15.5% |
| Q3 2018 | $1,159,000 | -0.9% | 38,712 | -2.0% | 0.06% | -4.9% |
| Q2 2018 | $1,170,000 | -6.8% | 39,522 | -9.6% | 0.06% | -10.3% |
| Q1 2018 | $1,256,000 | -3.2% | 43,722 | 0.0% | 0.07% | -16.0% |
| Q4 2017 | $1,298,000 | +357.0% | 43,722 | +345.0% | 0.08% | +326.3% |
| Q3 2017 | $284,000 | -31.2% | 9,826 | -32.4% | 0.02% | -34.5% |
| Q2 2017 | $413,000 | -9.8% | 14,526 | -12.6% | 0.03% | -32.6% |
| Q1 2017 | $458,000 | -16.3% | 16,626 | -20.5% | 0.04% | -27.1% |
| Q4 2016 | $547,000 | +9.8% | 20,926 | +4.3% | 0.06% | +7.3% |
| Q3 2016 | $498,000 | -23.0% | 20,060 | -25.6% | 0.06% | -22.5% |
| Q2 2016 | $647,000 | +0.5% | 26,960 | 0.0% | 0.07% | -4.1% |
| Q1 2016 | $644,000 | -21.2% | 26,960 | -16.2% | 0.07% | -1.3% |
| Q4 2015 | $817,000 | -11.0% | 32,160 | -13.9% | 0.08% | -29.9% |
| Q3 2015 | $918,000 | -10.0% | 37,360 | 0.0% | 0.11% | 0.0% |
| Q2 2015 | $1,020,000 | 0.0% | 37,360 | +2.1% | 0.11% | -5.3% |
| Q1 2015 | $1,020,000 | – | 36,600 | – | 0.11% | – |
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% |