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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $132,000 | -4.3% | 3,900 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $138,000 | +3.0% | 3,900 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $134,000 | -0.7% | 3,900 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $135,000 | +4.7% | 3,900 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $129,000 | +8.4% | 3,900 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $119,000 | +11.2% | 3,900 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $107,000 | -0.9% | 3,900 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $108,000 | +14.9% | 3,900 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $94,000 | -21.0% | 3,900 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $119,000 | +1.7% | 3,900 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $117,000 | -18.2% | 3,900 | -18.9% | 0.01% | -12.5% |
| Q2 2019 | $143,000 | +2.9% | 4,810 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $139,000 | +12.1% | 4,810 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $124,000 | -13.9% | 4,810 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $144,000 | +1.4% | 4,810 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $142,000 | +2.9% | 4,810 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $138,000 | -3.5% | 4,810 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $143,000 | +450.0% | 4,810 | +428.6% | 0.01% | +350.0% |
| Q3 2017 | $26,000 | – | 910 | – | 0.00% | – |
Download | ||||||
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% |