ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 201 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $443,759 | -83.4% | 15,058 | -84.8% | 0.01% | -88.2% |
| Q4 2022 | $2,672,217 | -83.5% | 98,971 | -81.7% | 0.08% | -85.1% |
| Q3 2022 | $16,197,000 | +6202.3% | 541,879 | +6196.5% | 0.51% | +1490.6% |
| Q2 2019 | $257,000 | -68.0% | 8,606 | -72.3% | 0.03% | -61.0% |
| Q4 2018 | $802,000 | -8.2% | 31,090 | +6.5% | 0.08% | -45.7% |
| Q3 2018 | $874,000 | +1.2% | 29,182 | 0.0% | 0.15% | +58.9% |
| Q2 2018 | $864,000 | +0.1% | 29,182 | -2.9% | 0.10% | -16.7% |
| Q1 2018 | $863,000 | -3.3% | 30,063 | 0.0% | 0.11% | +100.0% |
| Q4 2017 | $892,000 | -48.9% | 30,063 | -50.2% | 0.06% | -23.0% |
| Q3 2017 | $1,746,000 | +103.5% | 60,364 | +100.0% | 0.07% | +45.1% |
| Q2 2017 | $858,000 | -55.7% | 30,182 | -61.3% | 0.05% | -59.8% |
| Q3 2016 | $1,937,000 | +653.7% | 78,077 | +728.8% | 0.13% | +296.9% |
| Q2 2015 | $257,000 | -64.2% | 9,420 | -63.4% | 0.03% | -81.0% |
| Q1 2015 | $718,000 | – | 25,738 | – | 0.17% | – |
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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% |