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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,108,414 | +45.2% | 269,383 | +49.5% | 0.09% | +42.2% |
| Q2 2023 | $5,584,889 | +8.5% | 180,158 | +3.1% | 0.06% | +1.6% |
| Q1 2023 | $5,149,108 | +21.1% | 174,724 | +10.9% | 0.06% | +10.5% |
| Q4 2022 | $4,252,524 | -4.4% | 157,501 | +5.8% | 0.06% | -16.2% |
| Q3 2022 | $4,449,000 | +18.2% | 148,857 | +25.8% | 0.07% | +19.3% |
| Q2 2022 | $3,765,000 | +14.4% | 118,308 | +21.9% | 0.06% | +26.7% |
| Q1 2022 | $3,291,000 | +49.5% | 97,055 | +55.7% | 0.04% | +36.4% |
| Q4 2021 | $2,202,000 | +154.9% | 62,319 | +147.8% | 0.03% | +135.7% |
| Q3 2021 | $864,000 | +137.4% | 25,144 | +138.9% | 0.01% | +100.0% |
| Q2 2021 | $364,000 | +19.7% | 10,525 | +14.5% | 0.01% | 0.0% |
| Q1 2021 | $304,000 | +13.9% | 9,189 | +5.1% | 0.01% | +16.7% |
| Q4 2020 | $267,000 | -88.0% | 8,744 | -89.2% | 0.01% | -83.3% |
| Q3 2020 | $2,228,000 | +673.6% | 80,946 | +677.9% | 0.04% | +350.0% |
| Q2 2020 | $288,000 | +11.6% | 10,406 | -2.4% | 0.01% | 0.0% |
| Q1 2020 | $258,000 | -33.2% | 10,659 | -15.9% | 0.01% | -11.1% |
| Q4 2019 | $386,000 | – | 12,672 | – | 0.01% | – |
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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% |