ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 176 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,460 | -30.1% | 845 | -28.0% | 0.00% | -33.3% |
| Q2 2023 | $36,418 | +47.5% | 1,174 | +40.3% | 0.00% | +50.0% |
| Q1 2023 | $24,689 | +107243.5% | 837 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $23 | -99.9% | 837 | -40.1% | 0.00% | -50.0% |
| Q3 2022 | $42,000 | +75.0% | 1,398 | +85.9% | 0.00% | +100.0% |
| Q2 2022 | $24,000 | -7.7% | 752 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $26,000 | -3.7% | 752 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $27,000 | +3.8% | 752 | +0.8% | 0.00% | -33.3% |
| Q3 2021 | $26,000 | 0.0% | 746 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $26,000 | +8.3% | 742 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $24,000 | -17.2% | 742 | -29.1% | 0.00% | 0.0% |
| Q3 2020 | $29,000 | +163.6% | 1,047 | +161.8% | 0.00% | +50.0% |
| Q3 2018 | $11,000 | – | 400 | – | 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% |