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 | $3,650 | +219.6% | 121,268 | +229.1% | 0.01% | +250.0% |
| Q2 2023 | $1,142 | +371.9% | 36,845 | +348.5% | 0.00% | +300.0% |
| Q1 2023 | $242 | -19.6% | 8,216 | -26.3% | 0.00% | 0.0% |
| Q4 2022 | $301 | -100.0% | 11,142 | -97.3% | 0.00% | -98.1% |
| Q3 2022 | $12,209,000 | -20.2% | 408,475 | -15.0% | 0.05% | -24.6% |
| Q2 2022 | $15,297,000 | +1203.0% | 480,439 | +1289.0% | 0.07% | +1280.0% |
| Q1 2022 | $1,174,000 | -2.1% | 34,589 | +1.9% | 0.01% | 0.0% |
| Q4 2021 | $1,199,000 | +217.2% | 33,933 | +208.5% | 0.01% | +150.0% |
| Q3 2021 | $378,000 | -3.8% | 10,998 | -3.1% | 0.00% | 0.0% |
| Q2 2021 | $393,000 | -53.3% | 11,355 | -55.5% | 0.00% | -50.0% |
| Q1 2021 | $842,000 | +22.0% | 25,531 | +12.8% | 0.00% | +33.3% |
| Q4 2020 | $690,000 | +8.7% | 22,636 | -1.9% | 0.00% | -25.0% |
| Q3 2020 | $635,000 | -11.2% | 23,070 | -10.9% | 0.00% | -20.0% |
| Q2 2020 | $715,000 | -8.3% | 25,903 | -19.6% | 0.01% | -16.7% |
| Q1 2020 | $780,000 | -23.2% | 32,209 | -3.3% | 0.01% | -14.3% |
| Q4 2019 | $1,016,000 | +0.2% | 33,294 | -1.7% | 0.01% | 0.0% |
| Q3 2019 | $1,014,000 | -14.1% | 33,871 | -14.5% | 0.01% | -22.2% |
| Q2 2019 | $1,181,000 | -24.2% | 39,604 | -26.6% | 0.01% | -30.8% |
| Q1 2019 | $1,558,000 | +14.5% | 53,970 | +2.4% | 0.01% | 0.0% |
| Q4 2018 | $1,361,000 | -35.1% | 52,723 | -24.7% | 0.01% | -27.8% |
| Q3 2018 | $2,096,000 | -22.2% | 69,990 | -23.0% | 0.02% | -30.8% |
| Q2 2018 | $2,693,000 | -91.6% | 90,953 | -91.8% | 0.03% | -91.9% |
| Q1 2018 | $31,894,000 | -14.5% | 1,110,516 | -11.6% | 0.32% | -17.1% |
| Q4 2017 | $37,286,000 | +32.0% | 1,256,056 | +28.7% | 0.39% | +20.2% |
| Q3 2017 | $28,238,000 | -32.8% | 975,746 | -34.0% | 0.32% | -38.7% |
| Q2 2017 | $42,010,000 | +76.6% | 1,478,192 | +71.0% | 0.52% | +65.6% |
| Q1 2017 | $23,783,000 | +91.3% | 864,199 | +81.6% | 0.32% | +69.5% |
| Q4 2016 | $12,430,000 | -15.0% | 475,873 | -19.2% | 0.19% | -27.2% |
| Q3 2016 | $14,620,000 | +259.5% | 589,272 | +245.8% | 0.26% | +140.2% |
| Q1 2016 | $4,067,000 | +306.3% | 170,396 | +332.2% | 0.11% | +311.5% |
| Q4 2015 | $1,001,000 | +260.1% | 39,426 | +248.5% | 0.03% | +225.0% |
| Q3 2015 | $278,000 | – | 11,312 | – | 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% |