ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 165 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $215,000 | +1.9% | 7,183 | +8.6% | 0.02% | 0.0% |
| Q2 2022 | $211,000 | -6.2% | 6,616 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $225,000 | -3.8% | 6,616 | 0.0% | 0.02% | +9.5% |
| Q4 2021 | $234,000 | +3.1% | 6,616 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $227,000 | -2.6% | 6,616 | -1.8% | 0.02% | +5.0% |
| Q2 2021 | $233,000 | +5.0% | 6,738 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $222,000 | +8.3% | 6,738 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $205,000 | -6.8% | 6,738 | -15.6% | 0.02% | -35.5% |
| Q2 2020 | $220,000 | -59.8% | 7,981 | -64.7% | 0.03% | -67.4% |
| Q1 2020 | $547,000 | -57.9% | 22,607 | -46.9% | 0.10% | -60.7% |
| Q4 2019 | $1,299,000 | +32.8% | 42,568 | +30.4% | 0.24% | +19.2% |
| Q3 2019 | $978,000 | +0.4% | 32,653 | 0.0% | 0.20% | -1.5% |
| Q2 2019 | $974,000 | -27.0% | 32,653 | -29.3% | 0.21% | -26.2% |
| Q1 2019 | $1,334,000 | -32.3% | 46,216 | -39.5% | 0.28% | -38.4% |
| Q4 2018 | $1,971,000 | +368.2% | 76,357 | +443.5% | 0.45% | +387.1% |
| Q3 2018 | $421,000 | +2.4% | 14,048 | +1.2% | 0.09% | -6.1% |
| Q2 2018 | $411,000 | -12.0% | 13,884 | -14.6% | 0.10% | -8.3% |
| Q1 2018 | $467,000 | -9.1% | 16,252 | -6.1% | 0.11% | -6.9% |
| Q4 2017 | $514,000 | +7.3% | 17,301 | +4.6% | 0.12% | 0.0% |
| Q3 2017 | $479,000 | +2.8% | 16,545 | +0.9% | 0.12% | -55.0% |
| Q2 2017 | $466,000 | +3.3% | 16,403 | 0.0% | 0.26% | +4.5% |
| Q1 2017 | $451,000 | +4.9% | 16,403 | -0.4% | 0.25% | +4.7% |
| Q4 2016 | $430,000 | -93.6% | 16,474 | -93.8% | 0.24% | -96.5% |
| Q4 2015 | $6,712,000 | – | 264,242 | – | 6.81% | – |
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% |