ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 197 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $647,460 | -62.1% | 23,980 | -52.3% | 0.00% | – |
| Q1 2022 | $1,707,000 | +611.2% | 50,309 | +641.5% | 0.00% | – |
| Q4 2021 | $240,000 | -45.8% | 6,785 | -47.3% | 0.00% | – |
| Q3 2021 | $443,000 | -42.2% | 12,868 | -44.7% | 0.00% | – |
| Q1 2021 | $767,000 | -22.1% | 23,250 | -28.1% | 0.00% | – |
| Q4 2020 | $985,000 | -51.8% | 32,322 | -56.5% | 0.00% | -100.0% |
| Q3 2020 | $2,044,000 | -32.3% | 74,219 | -24.9% | 0.00% | 0.0% |
| Q4 2019 | $3,017,000 | +99.3% | 98,882 | +94.8% | 0.00% | 0.0% |
| Q2 2019 | $1,514,000 | +25.3% | 50,764 | +21.3% | 0.00% | 0.0% |
| Q1 2019 | $1,208,000 | -55.3% | 41,853 | -60.0% | 0.00% | 0.0% |
| Q4 2018 | $2,702,000 | +11.5% | 104,702 | +27.9% | 0.00% | 0.0% |
| Q2 2018 | $2,424,000 | -25.5% | 81,868 | -27.8% | 0.00% | -50.0% |
| Q1 2018 | $3,255,000 | +1151.9% | 113,327 | +1160.6% | 0.00% | – |
| Q3 2017 | $260,000 | -61.9% | 8,990 | -63.7% | 0.00% | -100.0% |
| Q1 2017 | $682,000 | -83.1% | 24,790 | -83.9% | 0.00% | -75.0% |
| Q4 2016 | $4,030,000 | +11.2% | 154,270 | +5.6% | 0.00% | 0.0% |
| Q3 2016 | $3,624,000 | +372.5% | 146,078 | +356.6% | 0.00% | +300.0% |
| Q2 2016 | $767,000 | -5.5% | 31,990 | -6.0% | 0.00% | 0.0% |
| Q1 2016 | $812,000 | – | 34,037 | – | 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% |