ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 223 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $367,000 | -11.4% | 11,615 | -3.9% | 0.02% | -6.2% |
| Q1 2022 | $414,000 | +1.2% | 12,089 | +5.4% | 0.02% | -15.8% |
| Q4 2021 | $409,000 | +16.2% | 11,469 | -9.9% | 0.02% | -40.6% |
| Q2 2020 | $352,000 | +3.8% | 12,736 | -12.3% | 0.03% | +3.2% |
| Q1 2020 | $339,000 | -32.7% | 14,528 | -11.9% | 0.03% | -13.9% |
| Q4 2019 | $504,000 | +27.9% | 16,483 | +24.0% | 0.04% | +20.0% |
| Q3 2019 | $394,000 | -1.3% | 13,288 | +0.2% | 0.03% | 0.0% |
| Q2 2019 | $399,000 | -0.5% | 13,257 | -3.6% | 0.03% | -11.8% |
| Q1 2019 | $401,000 | -29.2% | 13,757 | -35.5% | 0.03% | -32.0% |
| Q4 2018 | $566,000 | -74.8% | 21,326 | -71.6% | 0.05% | -82.2% |
| Q3 2018 | $2,247,000 | +115.2% | 75,083 | +112.9% | 0.28% | +51.9% |
| Q2 2018 | $1,044,000 | -35.1% | 35,273 | -37.0% | 0.18% | +86.9% |
| Q1 2018 | $1,608,000 | -15.6% | 55,991 | -12.8% | 0.10% | -50.3% |
| Q4 2017 | $1,905,000 | +107.7% | 64,198 | +102.7% | 0.20% | +33.6% |
| Q3 2017 | $917,000 | -42.3% | 31,678 | -43.4% | 0.15% | -34.6% |
| Q2 2017 | $1,589,000 | +215.3% | 55,945 | +190.2% | 0.23% | +178.0% |
| Q4 2016 | $504,000 | -56.6% | 19,277 | -58.8% | 0.08% | -50.3% |
| Q3 2016 | $1,161,000 | -27.5% | 46,799 | -29.9% | 0.16% | -45.4% |
| Q2 2016 | $1,601,000 | +68.2% | 66,770 | +67.4% | 0.30% | -0.7% |
| Q1 2016 | $952,000 | -71.5% | 39,881 | -70.7% | 0.30% | -76.3% |
| Q3 2015 | $3,346,000 | -99.9% | 136,225 | +13.4% | 1.28% | -20.1% |
| Q2 2015 | $3,281,133,000 | – | 120,144 | – | 1.60% | – |
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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% |