ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 210 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $265,259 | +0.4% | 9,001 | -8.1% | 0.10% | 0.0% |
| Q4 2022 | $264,330 | -12.8% | 9,790 | -3.5% | 0.10% | -18.3% |
| Q3 2022 | $303,000 | +4.1% | 10,150 | +11.0% | 0.13% | +10.5% |
| Q2 2022 | $291,000 | -4.6% | 9,145 | +1.7% | 0.11% | +21.3% |
| Q1 2022 | $305,000 | -26.9% | 8,996 | -23.8% | 0.09% | -23.6% |
| Q4 2021 | $417,000 | +91.3% | 11,803 | +61.6% | 0.12% | +51.9% |
| Q2 2019 | $218,000 | +1.4% | 7,305 | -2.0% | 0.08% | +2.5% |
| Q1 2019 | $215,000 | – | 7,455 | – | 0.08% | – |
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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% |