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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,557,723 | +21.3% | 84,974 | +24.9% | 0.22% | +21.5% |
| Q2 2023 | $2,109,105 | +20.3% | 68,036 | +14.4% | 0.18% | +14.2% |
| Q1 2023 | $1,753,395 | +47.2% | 59,498 | +34.9% | 0.16% | +34.8% |
| Q4 2022 | $1,191,209 | +154.5% | 44,119 | +181.7% | 0.12% | +134.7% |
| Q3 2022 | $468,000 | +15.6% | 15,664 | +23.1% | 0.05% | +16.7% |
| Q2 2022 | $405,000 | -6.2% | 12,724 | 0.0% | 0.04% | +5.0% |
| Q1 2022 | $432,000 | +1.4% | 12,724 | +5.6% | 0.04% | +5.3% |
| Q4 2021 | $426,000 | – | 12,045 | – | 0.04% | – |
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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% |