ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 168 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,720,573 | +464.3% | 57,162 | +481.2% | 0.16% | +500.0% |
| Q2 2023 | $304,929 | +222.7% | 9,836 | +206.8% | 0.03% | +188.9% |
| Q1 2023 | $94,494 | +18.3% | 3,206 | +8.4% | 0.01% | +12.5% |
| Q4 2022 | $79,866 | -3.8% | 2,958 | +6.8% | 0.01% | 0.0% |
| Q3 2022 | $83,000 | -54.4% | 2,770 | -51.6% | 0.01% | -55.6% |
| Q2 2022 | $182,000 | +139.5% | 5,725 | +154.3% | 0.02% | +260.0% |
| Q1 2022 | $76,000 | +130.3% | 2,251 | +144.4% | 0.01% | +150.0% |
| Q4 2021 | $33,000 | +3.1% | 921 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $32,000 | +966.7% | 921 | +958.6% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | – | 87 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
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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% |