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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,170,946 | +19.4% | 271,460 | +23.0% | 0.06% | -39.2% |
| Q2 2023 | $6,842,010 | +5.2% | 220,710 | 0.0% | 0.10% | -2.9% |
| Q1 2023 | $6,504,323 | -45.4% | 220,710 | -50.0% | 0.10% | +2.9% |
| Q4 2022 | $11,918,788 | -32.1% | 441,420 | -24.8% | 0.10% | -35.8% |
| Q3 2022 | $17,556,305 | +76.2% | 587,374 | – | 0.16% | -31.5% |
| Q1 2022 | $9,966,000 | – | 0 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Vista, LLC | 1,858,792 | $55,439,000 | 13.87% |
| Schoolcraft Capital LLC | 495,372 | $14,771,982 | 8.80% |
| Rainier Group Investment Advisory LLC | 611,803 | $18,244,000 | 8.18% |
| WESCAP Management Group, Inc. | 449,850 | $13,414,000 | 5.54% |
| VERITY Wealth Advisors | 183,970 | $5,486,000 | 5.40% |
| BT Wealth Management LLC | 305,822 | $8,676,000 | 5.01% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,640,454 | $48,918,000 | 4.07% |
| Cypress Capital, LLC | 237,388 | $7,079,000 | 3.20% |
| FIRST HAWAIIAN BANK | 1,799,495 | $53,661,000 | 2.87% |
| Meridian Wealth Advisors, LLC | 129,714 | $3,868,000 | 2.70% |