ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 176 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,302,485 | +0.3% | 43,271 | +3.3% | 0.05% | +4.3% |
| Q2 2023 | $1,299,090 | +16.7% | 41,906 | +10.9% | 0.05% | +27.0% |
| Q1 2023 | $1,113,542 | +92.2% | 37,785 | +76.1% | 0.04% | +76.2% |
| Q4 2022 | $579,270 | +91.8% | 21,454 | +112.1% | 0.02% | +75.0% |
| Q3 2022 | $302,000 | -21.6% | 10,113 | -16.4% | 0.01% | -7.7% |
| Q2 2022 | $385,000 | -12.5% | 12,099 | -16.0% | 0.01% | -31.6% |
| Q4 2019 | $440,000 | +5.0% | 14,405 | +3.0% | 0.02% | -5.0% |
| Q3 2019 | $419,000 | +1.0% | 13,990 | +0.5% | 0.02% | -4.8% |
| Q2 2019 | $415,000 | +8.1% | 13,918 | +4.7% | 0.02% | -4.5% |
| Q1 2019 | $384,000 | +8.5% | 13,298 | -3.0% | 0.02% | -15.4% |
| Q4 2018 | $354,000 | – | 13,706 | – | 0.03% | – |
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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% |