ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 197 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,091 | -48.7% | 10,435 | -47.2% | 0.00% | 0.0% |
| Q2 2023 | $612,564 | +3.2% | 19,760 | -1.9% | 0.00% | 0.0% |
| Q1 2023 | $593,528 | +212634.1% | 20,140 | +95.2% | 0.00% | – |
| Q4 2022 | $279 | -99.9% | 10,320 | -14.3% | 0.00% | -100.0% |
| Q3 2022 | $360,000 | -5.3% | 12,041 | +0.9% | 0.00% | 0.0% |
| Q2 2022 | $380,000 | -5.5% | 11,931 | +0.8% | 0.00% | 0.0% |
| Q1 2022 | $402,000 | -3.8% | 11,831 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $418,000 | -0.5% | 11,831 | -3.2% | 0.00% | 0.0% |
| Q3 2021 | $420,000 | -0.2% | 12,223 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $421,000 | +5.0% | 12,163 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $401,000 | +8.1% | 12,163 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $371,000 | +44.9% | 12,163 | +31.1% | 0.00% | 0.0% |
| Q3 2020 | $256,000 | +7.6% | 9,278 | -5.4% | 0.00% | 0.0% |
| Q1 2020 | $238,000 | -36.5% | 9,811 | -20.1% | 0.00% | 0.0% |
| Q4 2019 | $375,000 | -6.5% | 12,276 | -8.3% | 0.00% | 0.0% |
| Q3 2019 | $401,000 | -20.9% | 13,382 | -21.2% | 0.00% | -50.0% |
| Q2 2019 | $507,000 | -11.4% | 16,986 | -14.3% | 0.00% | 0.0% |
| Q1 2019 | $572,000 | +2.1% | 19,821 | -8.6% | 0.00% | 0.0% |
| Q4 2018 | $560,000 | -34.6% | 21,694 | -24.1% | 0.00% | -33.3% |
| Q3 2018 | $856,000 | +12.9% | 28,579 | +11.6% | 0.00% | 0.0% |
| Q2 2018 | $758,000 | -53.8% | 25,603 | -55.2% | 0.00% | -57.1% |
| Q1 2018 | $1,641,000 | +13.3% | 57,127 | +17.1% | 0.01% | +16.7% |
| Q4 2017 | $1,448,000 | +9.7% | 48,788 | +7.0% | 0.01% | 0.0% |
| Q3 2017 | $1,320,000 | +117.5% | 45,613 | +113.5% | 0.01% | +50.0% |
| Q2 2017 | $607,000 | – | 21,365 | – | 0.00% | – |
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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% |