ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 223 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $273,818 | -68.5% | 9,310 | -68.4% | 0.10% | -72.3% |
| Q1 2023 | $869,218 | -34.3% | 29,495 | -39.8% | 0.35% | -43.5% |
| Q4 2022 | $1,323,243 | -29.5% | 49,009 | -22.0% | 0.63% | -50.4% |
| Q3 2022 | $1,878,000 | -6.2% | 62,844 | -0.1% | 1.26% | -37.8% |
| Q2 2022 | $2,002,000 | -14.2% | 62,911 | -8.5% | 2.03% | -5.3% |
| Q1 2022 | $2,334,000 | +4.2% | 68,757 | +8.4% | 2.14% | +11.0% |
| Q4 2021 | $2,240,000 | +11.1% | 63,407 | +8.1% | 1.93% | +4.2% |
| Q3 2021 | $2,017,000 | -88.6% | 58,647 | +15.1% | 1.86% | +26.9% |
| Q2 2021 | $17,658,000 | +1142.6% | 50,975 | +18.2% | 1.46% | +39.4% |
| Q1 2021 | $1,421,000 | +78.5% | 43,113 | +65.0% | 1.05% | +70.0% |
| Q4 2020 | $796,000 | +40.4% | 26,129 | +27.0% | 0.62% | +27.7% |
| Q3 2020 | $567,000 | +1.4% | 20,574 | +771.8% | 0.48% | -2.6% |
| Q2 2020 | $559,000 | +31.8% | 2,360 | -86.5% | 0.50% | +11.0% |
| Q1 2020 | $424,000 | +46.2% | 17,502 | +84.0% | 0.45% | +76.0% |
| Q4 2019 | $290,000 | – | 9,512 | – | 0.25% | – |
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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% |