ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 225 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $325,000 | +11.3% | 11,322 | 0.0% | 0.08% | -7.9% |
| Q4 2018 | $292,000 | -13.9% | 11,322 | 0.0% | 0.09% | -8.2% |
| Q3 2018 | $339,000 | +1.2% | 11,322 | 0.0% | 0.10% | -3.0% |
| Q2 2018 | $335,000 | +3.1% | 11,322 | 0.0% | 0.10% | +23.5% |
| Q1 2018 | $325,000 | -3.3% | 11,322 | 0.0% | 0.08% | -3.6% |
| Q4 2017 | $336,000 | +2.4% | 11,322 | 0.0% | 0.08% | 0.0% |
| Q3 2017 | $328,000 | +21.9% | 11,322 | +19.8% | 0.08% | +20.0% |
| Q2 2017 | $269,000 | -13.8% | 9,450 | -16.5% | 0.07% | -33.3% |
| Q1 2017 | $312,000 | +5.4% | 11,322 | 0.0% | 0.10% | +4.0% |
| Q4 2016 | $296,000 | -9.5% | 11,322 | -14.2% | 0.10% | -63.8% |
| Q3 2016 | $327,000 | -6.0% | 13,190 | -9.0% | 0.28% | +144.7% |
| Q2 2016 | $348,000 | -21.8% | 14,500 | -11.0% | 0.11% | -19.1% |
| Q2 2015 | $445,000 | +4.2% | 16,300 | +6.5% | 0.14% | +11.0% |
| Q1 2015 | $427,000 | – | 15,300 | – | 0.13% | – |
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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% |