ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 165 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $133,370 | -66.9% | 4,526 | -69.7% | 0.00% | -66.7% |
| Q4 2022 | $403,233 | -10.0% | 14,935 | -0.4% | 0.01% | -25.0% |
| Q3 2022 | $448,000 | -1.1% | 14,995 | +5.3% | 0.02% | +6.7% |
| Q2 2022 | $453,000 | +48.5% | 14,240 | +58.5% | 0.02% | +66.7% |
| Q1 2022 | $305,000 | +43.2% | 8,986 | +49.3% | 0.01% | +50.0% |
| Q4 2021 | $213,000 | +2.9% | 6,018 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $207,000 | -0.5% | 6,018 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $208,000 | +292.5% | 6,018 | +246.9% | 0.01% | +250.0% |
| Q4 2020 | $53,000 | +76.7% | 1,735 | +59.8% | 0.00% | +100.0% |
| Q3 2020 | $30,000 | -88.2% | 1,086 | -88.2% | 0.00% | -92.9% |
| Q2 2020 | $254,000 | -37.7% | 9,208 | -45.3% | 0.01% | -48.1% |
| Q1 2020 | $408,000 | -32.1% | 16,846 | -14.5% | 0.03% | -15.6% |
| Q4 2019 | $601,000 | -66.9% | 19,711 | -67.6% | 0.03% | -71.2% |
| Q3 2019 | $1,813,000 | 0.0% | 60,815 | 0.0% | 0.11% | 0.0% |
| Q2 2019 | $1,813,000 | -2.4% | 60,815 | -5.5% | 0.11% | -14.6% |
| Q1 2019 | $1,857,000 | +12.1% | 64,332 | +0.3% | 0.13% | -10.3% |
| Q4 2018 | $1,656,000 | -14.0% | 64,153 | -0.2% | 0.14% | +3.6% |
| Q3 2018 | $1,925,000 | +2.0% | 64,280 | +1.7% | 0.14% | -2.8% |
| Q2 2018 | $1,888,000 | +89.9% | 63,175 | +82.6% | 0.14% | +82.3% |
| Q1 2018 | $994,000 | +803.6% | 34,597 | +830.0% | 0.08% | +690.0% |
| Q4 2017 | $110,000 | -7.6% | 3,720 | -9.4% | 0.01% | -28.6% |
| Q3 2017 | $119,000 | -77.4% | 4,107 | -77.9% | 0.01% | -79.7% |
| Q2 2017 | $527,000 | +34.8% | 18,551 | +30.5% | 0.07% | +21.1% |
| Q1 2017 | $391,000 | -18.7% | 14,215 | -26.6% | 0.06% | -36.7% |
| Q3 2016 | $481,000 | +6.2% | 19,379 | +2.6% | 0.09% | -12.6% |
| Q2 2016 | $453,000 | -60.2% | 18,891 | -60.3% | 0.10% | -66.8% |
| Q1 2016 | $1,137,000 | +446.6% | 47,644 | +483.0% | 0.31% | +362.7% |
| Q4 2015 | $208,000 | +300.0% | 8,172 | +286.0% | 0.07% | +318.8% |
| Q3 2015 | $52,000 | +57.6% | 2,117 | +78.0% | 0.02% | +60.0% |
| Q2 2015 | $33,000 | -42.1% | 1,189 | -40.5% | 0.01% | -37.5% |
| Q1 2015 | $57,000 | – | 1,998 | – | 0.02% | – |
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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% |