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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $210,000 | +2.9% | 5,935 | 0.0% | 0.02% | -11.8% |
| Q3 2021 | $204,000 | -4.7% | 5,935 | -4.0% | 0.02% | +21.4% |
| Q2 2021 | $214,000 | +4.4% | 6,181 | -8.1% | 0.01% | -17.6% |
| Q4 2020 | $205,000 | -6.4% | 6,728 | -15.3% | 0.02% | -22.7% |
| Q3 2020 | $219,000 | -21.5% | 7,948 | -21.3% | 0.02% | -42.1% |
| Q2 2020 | $279,000 | -23.4% | 10,095 | -32.8% | 0.04% | -26.9% |
| Q1 2020 | $364,000 | -22.4% | 15,027 | -2.2% | 0.05% | -7.1% |
| Q4 2019 | $469,000 | +30.6% | 15,369 | +28.1% | 0.06% | +14.3% |
| Q3 2019 | $359,000 | -13.7% | 11,994 | -13.9% | 0.05% | -18.3% |
| Q2 2019 | $416,000 | -33.7% | 13,936 | -35.9% | 0.06% | -42.3% |
| Q1 2019 | $627,000 | -11.1% | 21,733 | -20.4% | 0.10% | -23.5% |
| Q4 2018 | $705,000 | +0.3% | 27,318 | +16.4% | 0.14% | -10.5% |
| Q3 2018 | $703,000 | -19.3% | 23,473 | -20.3% | 0.15% | -31.8% |
| Q2 2018 | $871,000 | -3.9% | 29,436 | -8.2% | 0.22% | -8.2% |
| Q1 2018 | $906,000 | +99.1% | 32,053 | +115.4% | 0.24% | +102.5% |
| Q4 2017 | $455,000 | +2066.7% | 14,878 | +1952.1% | 0.12% | +1233.3% |
| Q3 2017 | $21,000 | -86.9% | 725 | 0.0% | 0.01% | -88.3% |
| Q2 2017 | $160,000 | +700.0% | 725 | 0.0% | 0.08% | +492.3% |
| Q1 2017 | $20,000 | +5.3% | 725 | 0.0% | 0.01% | -7.1% |
| Q4 2016 | $19,000 | – | 725 | – | 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% |