ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 208 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $510,948 | -10.8% | 16,975 | -8.2% | 0.10% | -9.9% |
| Q2 2023 | $573,035 | -18.0% | 18,485 | -22.1% | 0.11% | -13.3% |
| Q1 2023 | $699,176 | -8.0% | 23,725 | -15.7% | 0.13% | -8.6% |
| Q4 2022 | $760,131 | +117.2% | 28,153 | +121.1% | 0.14% | -25.1% |
| Q4 2018 | $350,000 | -28.3% | 12,736 | -28.9% | 0.19% | -24.3% |
| Q3 2018 | $488,000 | -13.3% | 17,907 | -5.8% | 0.25% | -13.0% |
| Q2 2018 | $563,000 | -80.1% | 19,010 | -80.7% | 0.28% | -77.7% |
| Q1 2018 | $2,826,000 | -41.1% | 98,411 | -39.1% | 1.27% | -35.1% |
| Q4 2017 | $4,798,000 | -16.3% | 161,633 | -17.7% | 1.96% | -21.7% |
| Q3 2017 | $5,732,000 | -9.4% | 196,322 | -12.2% | 2.50% | -11.0% |
| Q2 2017 | $6,326,000 | +13.8% | 223,576 | +15.3% | 2.81% | +22.1% |
| Q1 2017 | $5,558,000 | +122.7% | 193,914 | +102.9% | 2.30% | +115.3% |
| Q4 2016 | $2,496,000 | +9.2% | 95,572 | +3.8% | 1.07% | +6.1% |
| Q3 2016 | $2,285,000 | – | 92,098 | – | 1.01% | – |
Download | ||||||
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% |