PRIVATE TRUST CO NA - ISHARES TR ownership

ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 213 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$7,502
-5.7%
242
-10.4%
0.00%0.0%
Q1 2023$7,957
+61107.7%
270
-42.9%
0.00%
-50.0%
Q4 2022$134730.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
ADAMSBROWN WEALTH CONSULTANTS LLC 713,746$21,483,75510.58%
Blankinship & Foster, LLC 739,795$22,267,8257.36%
WIN ADVISORS, INC 497,002$14,959,8147.33%
Schoolcraft Capital LLC 730,243$21,980,3206.20%
Verde Capital Management 477,258$14,365,4725.58%
Wealthgate Family Office, LLC 56,290$1,694,3335.27%
COLDSTREAM CAPITAL MANAGEMENT INC 4,267,846$128,462,1604.20%
Hackensack Meridian Health, Inc. 395,000$27,223,4004.04%
PARTNERS CAPITAL INVESTMENT GROUP, LLP 5,274,879$158,773,8643.81%
Hall Kathryn A. 354,130$10,659,3133.62%
View complete list of ISHARES TR shareholders