ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 160 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,347,000 | -3.6% | 44,753 | -0.7% | 0.08% | +9.0% |
| Q2 2023 | $1,397,000 | +173872.6% | 45,054 | +65.4% | 0.08% | +25.8% |
| Q1 2023 | $803 | -98.3% | 27,235 | +1890.9% | 0.06% | +3000.0% |
| Q1 2021 | $46,000 | – | 1,368 | +12336.4% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 11 | -71.1% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -98.6% | 38 | -98.7% | 0.00% | -100.0% |
| Q1 2020 | $69,000 | -83.4% | 2,860 | -79.0% | 0.01% | -84.4% |
| Q4 2019 | $415,000 | -0.2% | 13,608 | -2.0% | 0.03% | -5.9% |
| Q3 2019 | $416,000 | -0.5% | 13,892 | -3.9% | 0.03% | -27.7% |
| Q1 2019 | $418,000 | +10.9% | 14,463 | -0.9% | 0.05% | -11.3% |
| Q4 2018 | $377,000 | +47.8% | 14,597 | +68.3% | 0.05% | -1.9% |
| Q2 2018 | $255,000 | -1.9% | 8,671 | +0.1% | 0.05% | -16.9% |
| Q1 2018 | $260,000 | -75.1% | 8,664 | -74.6% | 0.06% | -74.5% |
| Q4 2017 | $1,043,000 | +7.4% | 34,145 | +5.3% | 0.26% | +0.8% |
| Q3 2017 | $971,000 | +5.3% | 32,420 | -0.1% | 0.25% | -3.4% |
| Q2 2017 | $922,000 | +178.5% | 32,453 | +180.8% | 0.26% | +167.3% |
| Q1 2017 | $331,000 | – | 11,556 | – | 0.10% | – |
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% |