ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 195 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $1,493,000 | +116.1% | 42,259 | +110.2% | 0.10% | +81.5% |
Q3 2021 | $691,000 | +2.4% | 20,100 | +3.1% | 0.05% | 0.0% |
Q2 2021 | $675,000 | +5.6% | 19,499 | +0.5% | 0.05% | -5.3% |
Q1 2021 | $639,000 | +10.7% | 19,394 | +2.4% | 0.06% | +3.6% |
Q4 2020 | $577,000 | +2.3% | 18,934 | -7.5% | 0.06% | -9.8% |
Q3 2020 | $564,000 | +176.5% | 20,476 | +176.7% | 0.06% | +154.2% |
Q2 2020 | $204,000 | +43.7% | 7,399 | +25.8% | 0.02% | +33.3% |
Q1 2020 | $142,000 | -89.7% | 5,882 | -87.0% | 0.02% | -87.4% |
Q4 2019 | $1,381,000 | +1.3% | 45,278 | -0.5% | 0.14% | -3.4% |
Q3 2019 | $1,363,000 | +5.1% | 45,514 | +4.6% | 0.15% | +6.5% |
Q2 2019 | $1,297,000 | +846.7% | 43,495 | +818.6% | 0.14% | +297.1% |
Q1 2019 | $137,000 | +3.8% | 4,735 | -7.1% | 0.04% | +29.6% |
Q4 2018 | $132,000 | +76.0% | 5,096 | +102.8% | 0.03% | -22.9% |
Q3 2018 | $75,000 | -91.8% | 2,513 | -92.1% | 0.04% | -81.8% |
Q1 2018 | $912,000 | +1221.7% | 31,766 | +1250.6% | 0.19% | +910.5% |
Q3 2017 | $69,000 | -99.9% | 2,352 | 0.0% | 0.02% | +18.8% |
Q2 2017 | $67,000,000 | +1.5% | 2,352 | 0.0% | 0.02% | -11.1% |
Q1 2017 | $66,000,000 | +135.7% | 2,352 | +119.8% | 0.02% | +260.0% |
Q4 2016 | $28,000,000 | +127172.7% | 1,070 | +21.9% | 0.01% | +25.0% |
Q3 2016 | $22,000 | -21.4% | 878 | -26.1% | 0.00% | -55.6% |
Q2 2016 | $28,000 | -40.4% | 1,188 | -40.6% | 0.01% | -47.1% |
Q1 2016 | $47,000 | -73.7% | 1,999 | -71.7% | 0.02% | -74.6% |
Q4 2015 | $179,000 | -33.5% | 7,074 | -35.5% | 0.07% | -30.2% |
Q3 2015 | $269,000 | -38.9% | 10,972 | -31.9% | 0.10% | -36.8% |
Q2 2015 | $440,000 | +5.5% | 16,119 | +7.6% | 0.15% | +13.4% |
Q1 2015 | $417,000 | – | 14,987 | – | 0.13% | – |
Download |
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% |