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 2023 | $18,119,989 | -4.8% | 601,993 | -2.0% | 0.28% | -0.7% |
| Q2 2023 | $19,038,712 | +3.9% | 614,152 | -1.2% | 0.28% | -0.7% |
| Q1 2023 | $18,323,945 | +11.1% | 621,783 | +1.8% | 0.28% | +6.0% |
| Q4 2022 | $16,497,000 | -13.2% | 611,000 | -3.9% | 0.27% | -20.6% |
| Q3 2022 | $19,007,000 | -6.1% | 635,912 | -0.0% | 0.34% | -1.2% |
| Q2 2022 | $20,237,000 | -6.2% | 635,991 | +0.1% | 0.34% | +10.8% |
| Q1 2022 | $21,573,000 | -3.4% | 635,632 | +0.6% | 0.31% | +3.4% |
| Q4 2021 | $22,321,000 | +525.9% | 631,786 | +509.2% | 0.30% | +480.4% |
| Q3 2021 | $3,566,000 | +2.5% | 103,705 | +3.3% | 0.05% | +2.0% |
| Q2 2021 | $3,479,000 | +10.3% | 100,437 | +5.0% | 0.05% | +2.0% |
| Q1 2021 | $3,153,000 | +10.8% | 95,638 | +2.4% | 0.05% | +2.1% |
| Q4 2020 | $2,845,000 | +5.3% | 93,377 | -4.9% | 0.05% | -7.7% |
| Q3 2020 | $2,703,000 | -5.3% | 98,137 | -5.1% | 0.05% | -11.9% |
| Q2 2020 | $2,853,000 | +185.0% | 103,372 | +193.4% | 0.06% | +110.7% |
| Q2 2017 | $1,001,000 | – | 35,231 | – | 0.03% | – |
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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% |