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 2022 | $4,000 | -94.5% | 144 | -94.0% | 0.00% | -100.0% |
| Q4 2020 | $73,000 | -27.0% | 2,388 | -34.5% | 0.00% | -42.9% |
| Q3 2020 | $100,000 | -15.3% | 3,648 | -14.5% | 0.01% | -22.2% |
| Q2 2020 | $118,000 | +22.9% | 4,266 | +7.5% | 0.01% | +12.5% |
| Q1 2020 | $96,000 | +54.8% | 3,970 | +94.9% | 0.01% | +100.0% |
| Q4 2019 | $62,000 | +1450.0% | 2,037 | +1249.0% | 0.00% | – |
| Q1 2019 | $4,000 | -50.0% | 151 | -54.5% | 0.00% | -100.0% |
| Q1 2016 | $8,000 | -71.4% | 332 | -69.9% | 0.00% | -66.7% |
| Q4 2015 | $28,000 | -56.9% | 1,104 | -58.1% | 0.01% | -57.1% |
| Q3 2015 | $65,000 | -36.9% | 2,636 | -29.8% | 0.01% | -33.3% |
| Q2 2015 | $103,000 | – | 3,757 | – | 0.02% | – |
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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% |