ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 227 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $310,000 | +9.9% | 10,382 | +17.0% | 0.02% | +13.3% |
| Q2 2022 | $282,000 | +41.0% | 8,874 | +22.0% | 0.02% | -44.4% |
| Q1 2017 | $200,000 | -8.7% | 7,272 | -13.2% | 0.03% | -15.6% |
| Q4 2016 | $219,000 | -16.4% | 8,375 | -20.8% | 0.03% | -17.9% |
| Q3 2016 | $262,000 | -26.8% | 10,570 | -29.1% | 0.04% | -33.9% |
| Q2 2016 | $358,000 | -18.6% | 14,910 | -19.1% | 0.06% | -22.4% |
| Q1 2016 | $440,000 | -16.3% | 18,429 | -11.0% | 0.08% | -20.0% |
| Q4 2015 | $526,000 | +15.1% | 20,709 | +11.4% | 0.10% | +3.3% |
| Q3 2015 | $457,000 | +6.3% | 18,597 | +18.1% | 0.09% | +16.5% |
| Q2 2015 | $430,000 | – | 15,750 | – | 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% |