ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 210 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $15 | -99.9% | 559 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $17,000 | -99.6% | 559 | -99.5% | 0.00% | -99.6% |
| Q2 2022 | $3,936,000 | -10.6% | 123,697 | -4.6% | 0.96% | 0.0% |
| Q1 2022 | $4,403,000 | -5.6% | 129,720 | -1.7% | 0.96% | -3.3% |
| Q4 2021 | $4,663,000 | +22104.8% | 131,974 | +18306.4% | 0.99% | +12250.0% |
| Q3 2019 | $21,000 | -99.6% | 717 | -99.6% | 0.01% | -99.6% |
| Q2 2019 | $5,208,000 | +40.3% | 174,643 | +15.6% | 1.93% | -23.2% |
| Q3 2015 | $3,713,000 | -12.2% | 151,062 | -2.5% | 2.51% | +26.9% |
| Q2 2015 | $4,230,000 | -1.6% | 154,889 | +0.5% | 1.98% | -1.7% |
| Q1 2015 | $4,298,000 | +6.8% | 154,168 | -3.6% | 2.01% | -9.4% |
| Q4 2014 | $4,025,000 | – | 159,925 | – | 2.22% | – |
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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% |