ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 197 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |