ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 226 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $217,021 | -3.3% | 7,210 | -0.4% | 0.00% | -33.3% |
| Q2 2023 | $224,316 | +4.9% | 7,236 | -0.3% | 0.00% | 0.0% |
| Q1 2023 | $213,805 | +187.2% | 7,255 | -27.9% | 0.00% | +50.0% |
| Q4 2022 | $74,447 | -72.9% | 10,064 | +9.3% | 0.00% | -60.0% |
| Q3 2022 | $275,000 | +27.9% | 9,205 | +30.5% | 0.01% | -28.6% |
| Q4 2020 | $215,000 | +4.9% | 7,053 | -5.4% | 0.01% | 0.0% |
| Q3 2020 | $205,000 | -26.0% | 7,454 | -25.7% | 0.01% | -36.4% |
| Q2 2020 | $277,000 | -16.1% | 10,027 | -26.5% | 0.01% | -31.2% |
| Q1 2020 | $330,000 | -14.5% | 13,643 | +7.7% | 0.02% | +6.7% |
| Q4 2019 | $386,000 | -0.5% | 12,665 | -2.2% | 0.02% | -11.8% |
| Q3 2019 | $388,000 | +0.8% | 12,956 | +0.3% | 0.02% | -29.2% |
| Q2 2019 | $385,000 | -3.8% | 12,920 | -6.7% | 0.02% | -7.7% |
| Q1 2019 | $400,000 | -1.7% | 13,843 | -12.2% | 0.03% | 0.0% |
| Q4 2018 | $407,000 | -2.4% | 15,760 | +13.1% | 0.03% | -18.8% |
| Q3 2018 | $417,000 | +98.6% | 13,935 | +95.4% | 0.03% | +68.4% |
| Q2 2018 | $210,000 | -92.7% | 7,131 | -93.0% | 0.02% | -94.2% |
| Q1 2018 | $2,893,000 | -23.1% | 102,350 | -16.9% | 0.33% | -35.2% |
| Q4 2017 | $3,764,000 | +31.7% | 123,160 | +25.6% | 0.51% | +14.6% |
| Q3 2017 | $2,857,000 | -99.8% | 98,045 | +70.3% | 0.44% | +59.7% |
| Q2 2017 | $1,617,605,000 | – | 57,566 | – | 0.28% | – |
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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% |