ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 210 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,518 | +509.4% | 1,180 | +527.7% | 0.00% | – |
| Q2 2023 | $5,828 | -88.1% | 188 | -89.6% | 0.00% | -100.0% |
| Q4 2022 | $48,936 | +6.4% | 1,812 | +16.5% | 0.00% | 0.0% |
| Q3 2022 | $46,000 | +1433.3% | 1,555 | +1667.0% | 0.00% | – |
| Q2 2022 | $3,000 | -93.8% | 88 | -93.6% | 0.00% | -100.0% |
| Q2 2021 | $48,000 | +6.7% | 1,379 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $45,000 | +7.1% | 1,379 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $42,000 | +2000.0% | 1,379 | +1099.1% | 0.00% | – |
| Q4 2018 | $2,000 | -33.3% | 115 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 115 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | -40.0% | 115 | -37.8% | 0.00% | -100.0% |
| Q1 2018 | $5,000 | +25.0% | 185 | +32.1% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | +100.0% | 140 | +100.0% | 0.00% | – |
| Q3 2017 | $2,000 | -87.5% | 70 | -87.4% | 0.00% | -100.0% |
| Q2 2017 | $16,000 | -68.0% | 555 | -70.9% | 0.00% | -75.0% |
| Q4 2016 | $50,000 | – | 1,907 | – | 0.01% | – |
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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% |