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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,512,000 | -30.1% | 54,942 | -33.7% | 0.22% | -34.6% |
| Q4 2016 | $2,163,000 | -90.1% | 82,826 | -89.9% | 0.34% | -81.4% |
| Q3 2016 | $21,757,000 | +218.4% | 819,364 | +187.5% | 1.85% | +60.7% |
| Q2 2016 | $6,834,000 | -13.7% | 284,967 | -14.1% | 1.15% | -15.0% |
| Q1 2016 | $7,923,000 | -15.1% | 331,922 | -9.7% | 1.36% | -17.7% |
| Q4 2015 | $9,333,000 | -26.9% | 367,435 | -29.3% | 1.65% | -33.0% |
| Q3 2015 | $12,768,000 | -18.2% | 519,454 | -9.1% | 2.46% | -10.2% |
| Q2 2015 | $15,601,000 | – | 571,247 | – | 2.74% | – |
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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% |