ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 225 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,839 | +4083.9% | 1,390 | +2680.0% | 0.00% | – |
| Q1 2022 | $1,000 | -97.0% | 50 | -94.7% | 0.00% | -100.0% |
| Q4 2021 | $33,000 | +6.5% | 939 | +1.5% | 0.00% | 0.0% |
| Q3 2021 | $31,000 | -3.1% | 925 | -1.5% | 0.00% | 0.0% |
| Q2 2021 | $32,000 | +3.2% | 939 | -1.2% | 0.00% | 0.0% |
| Q1 2021 | $31,000 | +3.3% | 950 | -4.2% | 0.00% | -25.0% |
| Q4 2020 | $30,000 | +15.4% | 992 | +3.7% | 0.00% | 0.0% |
| Q3 2020 | $26,000 | -3.7% | 957 | -5.6% | 0.00% | 0.0% |
| Q2 2020 | $27,000 | -35.7% | 1,014 | -41.8% | 0.00% | -50.0% |
| Q1 2020 | $42,000 | -41.7% | 1,742 | -26.4% | 0.01% | -33.3% |
| Q4 2019 | $72,000 | +5.9% | 2,366 | +3.2% | 0.01% | 0.0% |
| Q3 2019 | $68,000 | +1.5% | 2,292 | +2.0% | 0.01% | 0.0% |
| Q2 2019 | $67,000 | 0.0% | 2,248 | -3.2% | 0.01% | -14.3% |
| Q1 2019 | $67,000 | -71.8% | 2,322 | -76.7% | 0.01% | -73.1% |
| Q2 2016 | $238,000 | +100.0% | 9,950 | +100.0% | 0.05% | -1.9% |
| Q1 2016 | $119,000 | – | 4,975 | – | 0.05% | – |
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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% |