ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 197 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,139,199 | +4.1% | 37,847 | +7.3% | 0.12% | +28.9% |
| Q2 2023 | $1,093,826 | +10.4% | 35,284 | +5.0% | 0.09% | -10.0% |
| Q1 2023 | $990,743 | +25.4% | 33,618 | +14.9% | 0.10% | +42.9% |
| Q4 2022 | $789,796 | +25.6% | 29,251 | +39.1% | 0.07% | +16.7% |
| Q3 2022 | $629,000 | -0.6% | 21,030 | +2.5% | 0.06% | +3.4% |
| Q2 2022 | $633,000 | -15.1% | 20,517 | -6.7% | 0.06% | +1.8% |
| Q1 2022 | $746,000 | +34.2% | 21,985 | +39.6% | 0.06% | +29.5% |
| Q4 2021 | $556,000 | +2.8% | 15,748 | +0.0% | 0.04% | -10.2% |
| Q3 2021 | $541,000 | – | 15,746 | – | 0.05% | – |
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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% |