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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $8,556 | -99.5% | 276 | -99.6% | 0.00% | -99.8% |
Q2 2020 | $1,698,000 | -11.7% | 61,539 | -22.5% | 0.58% | +611.0% |
Q1 2020 | $1,922,000 | +253.3% | 79,374 | +344.9% | 0.08% | +43.9% |
Q4 2019 | $544,000 | +2.3% | 17,839 | +0.4% | 0.06% | -5.0% |
Q3 2019 | $532,000 | -98.8% | 17,765 | +981.3% | 0.06% | +15.4% |
Q4 2016 | $42,922,000 | – | 1,643 | – | 0.05% | – |
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% |