ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 227 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,274,238 | -25.8% | 47,194 | -12.5% | 0.00% | – |
| Q2 2022 | $1,717,000 | -25.6% | 53,964 | -20.7% | 0.00% | – |
| Q1 2022 | $2,309,000 | -88.2% | 68,030 | -87.7% | 0.00% | -100.0% |
| Q4 2021 | $19,550,000 | +2862.1% | 553,360 | +2806.3% | 0.00% | – |
| Q2 2021 | $660,000 | -32.2% | 19,040 | -35.6% | 0.00% | – |
| Q1 2021 | $974,000 | +83.1% | 29,544 | +53.0% | 0.00% | – |
| Q3 2020 | $532,000 | +19.0% | 19,310 | +19.3% | 0.00% | – |
| Q2 2020 | $447,000 | -78.1% | 16,184 | -80.8% | 0.00% | -100.0% |
| Q1 2020 | $2,042,000 | +891.3% | 84,347 | +1123.0% | 0.00% | – |
| Q3 2019 | $206,000 | -93.5% | 6,897 | -94.4% | 0.00% | -100.0% |
| Q4 2018 | $3,186,000 | +273.5% | 123,447 | +298.1% | 0.00% | – |
| Q1 2017 | $853,000 | -38.5% | 31,008 | -44.6% | 0.00% | -100.0% |
| Q3 2016 | $1,388,000 | +49.6% | 55,943 | +44.5% | 0.00% | – |
| Q2 2016 | $928,000 | +159.2% | 38,712 | +158.2% | 0.00% | – |
| Q1 2016 | $358,000 | -95.8% | 14,995 | -95.7% | 0.00% | -100.0% |
| Q3 2015 | $8,511,000 | +220.3% | 346,265 | +255.9% | 0.00% | +300.0% |
| Q2 2015 | $2,657,000 | +152.1% | 97,297 | +157.3% | 0.00% | – |
| Q1 2015 | $1,054,000 | +104.3% | 37,815 | +83.9% | 0.00% | – |
| Q3 2014 | $516,000 | -68.4% | 20,561 | -67.8% | 0.00% | -100.0% |
| Q2 2014 | $1,634,000 | – | 63,843 | – | 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% |