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 | $296,906 | -5.5% | 9,864 | -2.7% | 0.00% | 0.0% |
| Q2 2023 | $314,278 | -60.1% | 10,138 | -62.0% | 0.00% | -50.0% |
| Q1 2023 | $787,055 | +57391.2% | 26,707 | -47.3% | 0.00% | -50.0% |
| Q4 2022 | $1,369 | -100.0% | 50,696 | -55.7% | 0.00% | -60.0% |
| Q3 2022 | $3,417,000 | +40.4% | 114,333 | +49.5% | 0.01% | +42.9% |
| Q2 2022 | $2,433,000 | +431.2% | 76,476 | +465.7% | 0.01% | +600.0% |
| Q1 2022 | $458,000 | +5.8% | 13,518 | +10.2% | 0.00% | 0.0% |
| Q4 2021 | $433,000 | +2.6% | 12,269 | +0.0% | 0.00% | 0.0% |
| Q3 2021 | $422,000 | -0.7% | 12,268 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $425,000 | +5.2% | 12,268 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $404,000 | +8.0% | 12,268 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $374,000 | +9.0% | 12,268 | -1.4% | 0.00% | 0.0% |
| Q3 2020 | $343,000 | 0.0% | 12,438 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $343,000 | -21.9% | 12,438 | -31.4% | 0.00% | -50.0% |
| Q1 2020 | $439,000 | -20.6% | 18,130 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $553,000 | -2.0% | 18,130 | -3.7% | 0.00% | 0.0% |
| Q3 2019 | $564,000 | +40.3% | 18,827 | +39.6% | 0.00% | 0.0% |
| Q2 2019 | $402,000 | +2.6% | 13,488 | -0.6% | 0.00% | 0.0% |
| Q1 2019 | $392,000 | +6.2% | 13,567 | -5.1% | 0.00% | -33.3% |
| Q4 2018 | $369,000 | -25.3% | 14,292 | -13.0% | 0.00% | 0.0% |
| Q3 2018 | $494,000 | -65.1% | 16,437 | -66.6% | 0.00% | -70.0% |
| Q1 2018 | $1,415,000 | -11.2% | 49,281 | -8.2% | 0.01% | -9.1% |
| Q4 2017 | $1,593,000 | +28.0% | 53,656 | +24.8% | 0.01% | +22.2% |
| Q3 2017 | $1,245,000 | -32.6% | 43,010 | -33.8% | 0.01% | -35.7% |
| Q2 2017 | $1,846,000 | +103.1% | 64,943 | +96.7% | 0.01% | +100.0% |
| Q1 2017 | $909,000 | +47.6% | 33,017 | +40.1% | 0.01% | +40.0% |
| Q4 2016 | $616,000 | +15.8% | 23,573 | +9.8% | 0.01% | 0.0% |
| Q3 2016 | $532,000 | +30.7% | 21,462 | +27.3% | 0.01% | +25.0% |
| Q2 2016 | $407,000 | – | 16,863 | – | 0.00% | – |
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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% |