ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 197 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $234,050 | +5.2% | 7,550 | 0.0% | 0.00% | +33.3% |
| Q1 2023 | $222,499 | +9.1% | 7,550 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $203,850 | -9.8% | 7,550 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $226,000 | -2.6% | 7,550 | +3.4% | 0.00% | -25.0% |
| Q2 2022 | $232,000 | +35.7% | 7,305 | +44.5% | 0.00% | +100.0% |
| Q1 2022 | $171,000 | +1.2% | 5,055 | +5.1% | 0.00% | -33.3% |
| Q4 2021 | $169,000 | +2.4% | 4,810 | 0.0% | 0.00% | +50.0% |
| Q3 2021 | $165,000 | -0.6% | 4,810 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $166,000 | +5.1% | 4,810 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $158,000 | +8.2% | 4,810 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $146,000 | +10.6% | 4,810 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $132,000 | 0.0% | 4,810 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $132,000 | +13.8% | 4,810 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $116,000 | – | 4,810 | – | 0.00% | – |
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% |