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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $143,487 | -2.9% | 4,767 | 0.0% | 0.02% | -4.5% |
| Q2 2023 | $147,777 | +5.2% | 4,767 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $140,483 | +9.1% | 4,767 | 0.0% | 0.02% | -4.3% |
| Q4 2022 | $128,709 | -9.4% | 4,767 | 0.0% | 0.02% | -17.9% |
| Q3 2022 | $142,000 | -6.6% | 4,767 | 0.0% | 0.03% | -6.7% |
| Q2 2022 | $152,000 | -6.2% | 4,767 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $162,000 | -3.6% | 4,767 | 0.0% | 0.03% | -3.2% |
| Q4 2021 | $168,000 | +2.4% | 4,767 | 0.0% | 0.03% | -6.1% |
| Q3 2021 | $164,000 | -0.6% | 4,767 | 0.0% | 0.03% | -2.9% |
| Q2 2021 | $165,000 | +5.1% | 4,767 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $157,000 | +8.3% | 4,767 | 0.0% | 0.03% | +3.0% |
| Q4 2020 | $145,000 | +10.7% | 4,767 | 0.0% | 0.03% | +3.1% |
| Q3 2020 | $131,000 | -0.8% | 4,767 | 0.0% | 0.03% | -5.9% |
| Q2 2020 | $132,000 | +14.8% | 4,767 | 0.0% | 0.03% | +3.0% |
| Q1 2020 | $115,000 | -20.7% | 4,767 | 0.0% | 0.03% | -2.9% |
| Q4 2019 | $145,000 | +1.4% | 4,767 | 0.0% | 0.03% | -8.1% |
| Q3 2019 | $143,000 | +0.7% | 4,767 | 0.0% | 0.04% | +2.8% |
| Q2 2019 | $142,000 | +2.9% | 4,767 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $138,000 | +12.2% | 4,767 | 0.0% | 0.04% | +9.1% |
| Q4 2018 | $123,000 | -14.0% | 4,767 | 0.0% | 0.03% | -13.2% |
| Q3 2018 | $143,000 | +1.4% | 4,767 | 0.0% | 0.04% | -2.6% |
| Q2 2018 | $141,000 | +2.9% | 4,767 | 0.0% | 0.04% | +2.6% |
| Q1 2018 | $137,000 | -3.5% | 4,767 | 0.0% | 0.04% | -7.3% |
| Q4 2017 | $142,000 | +2.9% | 4,767 | 0.0% | 0.04% | -2.4% |
| Q3 2017 | $138,000 | +2.2% | 4,767 | 0.0% | 0.04% | -4.5% |
| Q2 2017 | $135,000 | +3.1% | 4,767 | 0.0% | 0.04% | +2.3% |
| Q1 2017 | $131,000 | +4.8% | 4,767 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $125,000 | – | 4,767 | – | 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% |