ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 217 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $183,179 | -47.4% | 5,909 | -50.0% | 0.10% | -14.3% |
| Q1 2023 | $348,276 | +118.3% | 11,818 | +100.0% | 0.11% | +3.7% |
| Q4 2022 | $159,543 | -9.9% | 5,909 | 0.0% | 0.11% | -27.0% |
| Q3 2022 | $177,000 | -76.3% | 5,909 | -79.6% | 0.15% | -73.6% |
| Q4 2018 | $747,000 | -42.6% | 28,939 | -33.4% | 0.56% | -29.8% |
| Q3 2018 | $1,301,000 | -0.3% | 43,438 | -1.4% | 0.80% | -7.7% |
| Q2 2018 | $1,305,000 | -26.2% | 44,076 | -28.5% | 0.86% | -15.6% |
| Q1 2018 | $1,769,000 | -36.5% | 61,604 | -34.3% | 1.02% | -41.7% |
| Q4 2017 | $2,785,000 | -46.7% | 93,824 | -48.0% | 1.76% | -51.0% |
| Q3 2017 | $5,225,000 | -21.0% | 180,534 | -22.4% | 3.59% | -20.7% |
| Q2 2017 | $6,612,000 | +0.9% | 232,667 | -2.3% | 4.53% | -7.6% |
| Q1 2017 | $6,555,000 | +11.3% | 238,198 | +5.7% | 4.90% | -10.2% |
| Q4 2016 | $5,888,000 | – | 225,436 | – | 5.45% | – |
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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% |