ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 223 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $641,852 | +6.2% | 21,324 | +9.3% | 0.01% | +8.3% |
Q2 2023 | $604,531 | -4.6% | 19,501 | -9.3% | 0.01% | -14.3% |
Q1 2023 | $633,605 | +9.4% | 21,500 | +0.3% | 0.01% | +7.7% |
Q4 2022 | $578,934 | -9.3% | 21,442 | +0.5% | 0.01% | 0.0% |
Q3 2022 | $638,000 | -13.3% | 21,343 | -7.7% | 0.01% | -7.1% |
Q2 2022 | $736,000 | +100.0% | 23,128 | +113.5% | 0.01% | +133.3% |
Q1 2022 | $368,000 | – | 10,832 | – | 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% |