ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 196 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,450 | -4.3% | 7,188 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $217,722 | +2.1% | 7,188 | +1.9% | 0.01% | -8.3% |
| Q1 2023 | $213,156 | +2.9% | 7,056 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $207,229 | +3.1% | 7,056 | +26.7% | 0.01% | -7.1% |
| Q3 2021 | $201,000 | +34.0% | 5,567 | +1.4% | 0.01% | -36.4% |
| Q3 2018 | $150,000 | -8.0% | 5,490 | 0.0% | 0.02% | -12.0% |
| Q2 2018 | $163,000 | +3.2% | 5,490 | 0.0% | 0.02% | -7.4% |
| Q1 2018 | $158,000 | -3.1% | 5,490 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $163,000 | +2.5% | 5,490 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $159,000 | +5.3% | 5,490 | 0.0% | 0.03% | -37.2% |
| Q1 2017 | $151,000 | – | 5,490 | – | 0.04% | – |
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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% |