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 | $336,909 | -42.7% | 11,193 | -41.0% | 0.01% | -37.5% |
| Q2 2023 | $587,853 | +2.4% | 18,963 | -2.6% | 0.01% | -11.1% |
| Q1 2023 | $573,840 | +0.2% | 19,472 | -8.2% | 0.01% | -10.0% |
| Q4 2022 | $572,886 | +38.0% | 21,218 | +52.9% | 0.01% | +25.0% |
| Q3 2022 | $415,000 | +35.2% | 13,879 | +43.8% | 0.01% | +33.3% |
| Q2 2022 | $307,000 | +9.3% | 9,651 | +16.6% | 0.01% | +20.0% |
| Q1 2022 | $281,000 | +16.1% | 8,279 | +20.8% | 0.01% | +25.0% |
| Q4 2021 | $242,000 | +2.5% | 6,854 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $236,000 | -0.4% | 6,854 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $237,000 | +4.4% | 6,854 | -0.6% | 0.00% | -20.0% |
| Q1 2021 | $227,000 | -2.6% | 6,898 | -9.8% | 0.01% | 0.0% |
| Q4 2020 | $233,000 | +6.4% | 7,651 | -3.6% | 0.01% | -16.7% |
| Q3 2020 | $219,000 | -7.2% | 7,937 | -7.3% | 0.01% | -14.3% |
| Q2 2020 | $236,000 | -11.6% | 8,566 | -22.3% | 0.01% | -30.0% |
| Q1 2020 | $267,000 | -37.9% | 11,031 | -21.6% | 0.01% | -23.1% |
| Q4 2019 | $430,000 | – | 14,078 | – | 0.01% | – |
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% |