ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 160 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $8,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +16.7% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -25.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | -57.9% | 250 | -61.5% | 0.00% | -66.7% |
| Q3 2019 | $19,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $19,000 | 0.0% | 650 | -4.7% | 0.00% | 0.0% |
| Q1 2019 | $19,000 | +11.8% | 682 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $17,000 | -15.0% | 682 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $20,000 | -33.3% | 682 | -33.0% | 0.00% | -25.0% |
| Q2 2018 | $30,000 | -77.4% | 1,018 | -78.0% | 0.00% | -78.9% |
| Q1 2018 | $133,000 | -96.0% | 4,618 | -95.9% | 0.02% | -95.9% |
| Q4 2017 | $3,365,000 | -13.3% | 113,383 | -15.5% | 0.46% | -17.9% |
| Q3 2017 | $3,882,000 | -14.8% | 134,152 | -16.3% | 0.56% | -16.4% |
| Q2 2017 | $4,557,000 | -24.3% | 160,356 | -26.7% | 0.68% | -25.7% |
| Q1 2017 | $6,020,000 | -18.1% | 218,725 | -22.2% | 0.91% | -15.5% |
| Q4 2016 | $7,346,000 | -11.9% | 281,239 | -16.4% | 1.07% | -11.5% |
| Q3 2016 | $8,342,000 | -0.3% | 336,225 | -3.6% | 1.21% | -1.0% |
| Q2 2016 | $8,363,000 | +10.3% | 348,786 | +9.8% | 1.23% | +3.6% |
| Q1 2016 | $7,579,000 | +179.2% | 317,530 | +197.0% | 1.18% | +171.3% |
| Q4 2015 | $2,715,000 | – | 106,905 | – | 0.44% | – |
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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% |