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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $410 | -3.1% | 13,637 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $423 | +5.2% | 13,637 | 0.0% | 0.06% | -4.5% |
| Q1 2023 | $402 | +9.2% | 13,637 | 0.0% | 0.07% | +3.1% |
| Q4 2022 | $368 | -99.9% | 13,637 | 0.0% | 0.06% | -19.0% |
| Q3 2022 | $408,000 | -6.0% | 13,637 | 0.0% | 0.08% | -2.5% |
| Q2 2022 | $434,000 | -6.3% | 13,637 | 0.0% | 0.08% | +5.2% |
| Q1 2022 | $463,000 | -3.9% | 13,637 | 0.0% | 0.08% | -1.3% |
| Q4 2021 | $482,000 | +2.8% | 13,637 | 0.0% | 0.08% | -7.1% |
| Q3 2021 | $469,000 | -0.6% | 13,637 | 0.0% | 0.08% | -1.2% |
| Q2 2021 | $472,000 | +34.1% | 13,637 | +48.7% | 0.08% | +30.8% |
| Q1 2021 | $352,000 | -15.4% | 9,171 | -32.7% | 0.06% | -29.3% |
| Q4 2020 | $416,000 | +77.0% | 13,637 | +60.1% | 0.09% | +55.9% |
| Q3 2020 | $235,000 | -37.5% | 8,519 | -37.5% | 0.06% | -40.4% |
| Q2 2020 | $376,000 | +13.9% | 13,637 | 0.0% | 0.10% | -3.9% |
| Q1 2020 | $330,000 | -20.7% | 13,637 | 0.0% | 0.10% | -2.8% |
| Q4 2019 | $416,000 | +2.0% | 13,637 | 0.0% | 0.11% | -6.2% |
| Q3 2019 | $408,000 | +0.2% | 13,637 | 0.0% | 0.11% | -1.7% |
| Q2 2019 | $407,000 | -8.3% | 13,637 | -11.3% | 0.12% | -4.2% |
| Q1 2019 | $444,000 | +11.8% | 15,367 | 0.0% | 0.12% | +2.6% |
| Q4 2018 | $397,000 | -13.7% | 15,367 | 0.0% | 0.12% | -10.0% |
| Q3 2018 | $460,000 | +1.1% | 15,367 | 0.0% | 0.13% | -8.5% |
| Q2 2018 | $455,000 | +3.2% | 15,367 | 0.0% | 0.14% | -0.7% |
| Q1 2018 | $441,000 | -3.3% | 15,367 | 0.0% | 0.14% | -4.7% |
| Q4 2017 | $456,000 | -26.9% | 15,367 | -28.8% | 0.15% | -31.5% |
| Q3 2017 | $624,000 | +1.8% | 21,568 | 0.0% | 0.22% | -2.7% |
| Q2 2017 | $613,000 | +3.2% | 21,568 | 0.0% | 0.22% | -1.7% |
| Q1 2017 | $594,000 | +31.1% | 21,568 | +24.3% | 0.23% | +22.5% |
| Q4 2016 | $453,000 | -50.1% | 17,350 | -52.6% | 0.19% | -53.1% |
| Q3 2016 | $908,000 | -0.7% | 36,617 | -3.9% | 0.40% | -7.0% |
| Q2 2016 | $914,000 | +0.4% | 38,117 | 0.0% | 0.43% | -5.3% |
| Q1 2016 | $910,000 | -6.0% | 38,117 | 0.0% | 0.45% | -10.1% |
| Q4 2015 | $968,000 | +79.6% | 38,117 | +73.7% | 0.50% | +69.7% |
| Q3 2015 | $539,000 | -15.9% | 21,938 | -6.5% | 0.30% | -10.5% |
| Q2 2015 | $641,000 | +277.1% | 23,462 | +285.8% | 0.33% | +277.3% |
| Q1 2015 | $170,000 | – | 6,081 | – | 0.09% | – |
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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% |