ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 225 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $405,000 | -10.2% | 13,275 | -11.9% | 0.18% | -21.7% |
| Q3 2019 | $451,000 | +5.1% | 15,075 | +4.9% | 0.23% | +1.8% |
| Q2 2019 | $429,000 | +4.1% | 14,375 | +0.7% | 0.22% | +2.8% |
| Q1 2019 | $412,000 | -61.8% | 14,275 | -60.4% | 0.22% | -60.2% |
| Q4 2018 | $1,078,000 | 0.0% | 36,022 | 0.0% | 0.54% | 0.0% |
| Q3 2018 | $1,078,000 | +2.3% | 36,022 | +1.2% | 0.54% | -4.6% |
| Q2 2018 | $1,054,000 | +4.6% | 35,587 | +1.4% | 0.57% | -2.2% |
| Q1 2018 | $1,008,000 | -3.3% | 35,104 | +0.0% | 0.58% | -4.0% |
| Q4 2017 | $1,042,000 | +8.1% | 35,095 | +5.4% | 0.61% | +3.1% |
| Q3 2017 | $964,000 | +2.7% | 33,305 | +0.8% | 0.59% | -2.2% |
| Q2 2017 | $939,000 | +6.8% | 33,040 | +3.4% | 0.60% | +1.3% |
| Q1 2017 | $879,000 | – | 31,950 | – | 0.59% | – |
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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% |