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 | $326,556 | +34.3% | 10,849 | +38.3% | 0.00% | – |
| Q2 2023 | $243,195 | +16.2% | 7,845 | +10.5% | 0.00% | – |
| Q1 2023 | $209,237 | -8.0% | 7,100 | -15.7% | 0.00% | – |
| Q4 2022 | $227,529 | -38.8% | 8,427 | -32.3% | 0.00% | -100.0% |
| Q3 2022 | $372,000 | +1590.9% | 12,445 | +1690.6% | 0.00% | – |
| Q2 2022 | $22,000 | -94.7% | 695 | -95.1% | 0.00% | -100.0% |
| Q1 2019 | $412,000 | +12.0% | 14,276 | 0.0% | 0.00% | -50.0% |
| Q4 2018 | $368,000 | -13.8% | 14,276 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $427,000 | +0.9% | 14,276 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $423,000 | +3.2% | 14,276 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $410,000 | -3.3% | 14,276 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $424,000 | +2.7% | 14,276 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $413,000 | +1.7% | 14,276 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $406,000 | +2800.0% | 14,276 | +2500.4% | 0.00% | – |
| Q4 2016 | $14,000 | -90.4% | 549 | -91.0% | 0.00% | -100.0% |
| Q2 2016 | $146,000 | +78.0% | 6,097 | +82.9% | 0.00% | 0.0% |
| Q3 2015 | $82,000 | – | 3,333 | – | 0.00% | – |
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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% |