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 | $338,402 | -5.1% | 11,243 | -2.2% | 0.04% | -2.5% |
| Q2 2023 | $356,416 | +5.2% | 11,497 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $338,825 | +0.9% | 11,497 | -7.6% | 0.04% | -2.4% |
| Q4 2022 | $335,822 | -12.3% | 12,438 | -2.9% | 0.04% | -21.2% |
| Q3 2022 | $383,000 | -5.9% | 12,810 | +0.2% | 0.05% | -8.8% |
| Q2 2022 | $407,000 | -6.2% | 12,785 | 0.0% | 0.06% | +11.8% |
| Q1 2022 | $434,000 | -23.5% | 12,785 | -20.4% | 0.05% | -19.0% |
| Q4 2021 | $567,000 | -46.4% | 16,052 | -47.8% | 0.06% | -51.5% |
| Q3 2021 | $1,058,000 | -0.3% | 30,751 | +0.4% | 0.13% | 0.0% |
| Q2 2021 | $1,061,000 | +4.1% | 30,637 | -0.9% | 0.13% | -3.0% |
| Q1 2021 | $1,019,000 | +0.7% | 30,920 | -6.9% | 0.13% | -4.3% |
| Q4 2020 | $1,012,000 | +8.7% | 33,221 | -1.7% | 0.14% | -4.1% |
| Q3 2020 | $931,000 | -6.2% | 33,791 | -6.1% | 0.15% | -13.6% |
| Q2 2020 | $993,000 | +14.4% | 35,985 | +0.4% | 0.17% | -7.1% |
| Q1 2020 | $868,000 | -8.9% | 35,856 | +14.8% | 0.18% | +15.2% |
| Q4 2019 | $953,000 | -8.0% | 31,227 | -9.8% | 0.16% | -13.7% |
| Q3 2019 | $1,036,000 | +16.7% | 34,608 | +16.3% | 0.18% | +13.7% |
| Q2 2019 | $888,000 | +32.9% | 29,768 | +28.7% | 0.16% | +26.8% |
| Q1 2019 | $668,000 | +88.7% | 23,136 | +68.9% | 0.13% | +47.7% |
| Q4 2018 | $354,000 | – | 13,700 | – | 0.09% | – |
Download | ||||||
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% |