ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 168 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $657 | +66.3% | 21,220 | +58.0% | 0.01% | +20.0% |
| Q1 2023 | $395 | -99.9% | 13,433 | -21.4% | 0.01% | -16.7% |
| Q2 2022 | $544,000 | +19.3% | 17,098 | +14.0% | 0.01% | -33.3% |
| Q4 2020 | $456,000 | -5.0% | 14,994 | -7.0% | 0.01% | -70.0% |
| Q2 2019 | $480,000 | +88.2% | 16,116 | +82.6% | 0.03% | -90.5% |
| Q3 2017 | $255,000 | -41.0% | 8,826 | -51.1% | 0.32% | +20.6% |
| Q2 2016 | $432,000 | – | 18,052 | – | 0.26% | – |
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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% |