ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 195 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,819 | +2512.8% | 592 | +2590.9% | 0.00% | – |
| Q2 2023 | $682 | – | 22 | +175.0% | 0.00% | – |
| Q4 2022 | $0 | -100.0% | 8 | -95.1% | 0.00% | – |
| Q3 2022 | $5,000 | -28.6% | 164 | -18.0% | 0.00% | – |
| Q1 2022 | $7,000 | -58.8% | 200 | -60.0% | 0.00% | – |
| Q3 2021 | $17,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q2 2021 | $17,000 | -77.0% | 500 | -81.3% | 0.00% | -100.0% |
| Q3 2020 | $74,000 | +469.2% | 2,677 | +475.7% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | -80.3% | 465 | -78.5% | 0.00% | -80.0% |
| Q4 2019 | $66,000 | -4.3% | 2,158 | -5.7% | 0.01% | 0.0% |
| Q3 2019 | $69,000 | +1625.0% | 2,289 | +1478.6% | 0.01% | – |
| Q2 2019 | $4,000 | -97.3% | 145 | -97.1% | 0.00% | -100.0% |
| Q1 2019 | $146,000 | +461.5% | 5,059 | +405.9% | 0.01% | +350.0% |
| Q4 2018 | $26,000 | -68.7% | 1,000 | -64.3% | 0.00% | -60.0% |
| Q2 2018 | $83,000 | 0.0% | 2,800 | -3.0% | 0.01% | -28.6% |
| Q1 2018 | $83,000 | -17.8% | 2,886 | -17.5% | 0.01% | -12.5% |
| Q3 2017 | $101,000 | +3266.7% | 3,500 | +3400.0% | 0.01% | – |
| Q1 2017 | $3,000 | -75.0% | 100 | -80.0% | 0.00% | -100.0% |
| Q3 2016 | $12,000 | -94.7% | 500 | -94.8% | 0.00% | -97.1% |
| Q1 2016 | $228,000 | – | 9,559 | – | 0.03% | – |
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% |