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 2023 | $33,441 | -19.6% | 1,111 | -17.2% | 0.00% | 0.0% |
| Q2 2023 | $41,571 | +5.2% | 1,341 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $39,519 | +254.4% | 1,341 | +224.7% | 0.00% | – |
| Q4 2022 | $11,151 | -7.1% | 413 | 0.0% | 0.00% | – |
| Q3 2022 | $12,000 | -7.7% | 413 | 0.0% | 0.00% | – |
| Q2 2022 | $13,000 | -7.1% | 413 | 0.0% | 0.00% | – |
| Q1 2022 | $14,000 | -6.7% | 413 | 0.0% | 0.00% | – |
| Q4 2021 | $15,000 | +7.1% | 413 | 0.0% | 0.00% | – |
| Q3 2021 | $14,000 | 0.0% | 413 | 0.0% | 0.00% | – |
| Q2 2021 | $14,000 | -100.0% | 413 | -66.2% | 0.00% | – |
| Q1 2021 | $40,290,000 | +211952.6% | 1,222 | +100.0% | 0.00% | – |
| Q4 2020 | $19,000 | +11.8% | 611 | 0.0% | 0.00% | – |
| Q3 2020 | $17,000 | 0.0% | 611 | +2.0% | 0.00% | – |
| Q2 2020 | $17,000 | -22.7% | 599 | -35.0% | 0.00% | -100.0% |
| Q1 2020 | $22,000 | -21.4% | 922 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $28,000 | -76.7% | 922 | -77.0% | 0.00% | -75.0% |
| Q3 2019 | $120,000 | -21.1% | 4,014 | -21.3% | 0.00% | -33.3% |
| Q2 2019 | $152,000 | +744.4% | 5,103 | +727.1% | 0.01% | +500.0% |
| Q3 2018 | $18,000 | -37.9% | 617 | -37.0% | 0.00% | -50.0% |
| Q2 2018 | $29,000 | -89.9% | 980 | -90.2% | 0.00% | -90.0% |
| Q1 2018 | $288,000 | +678.4% | 10,033 | +692.5% | 0.02% | +566.7% |
| Q4 2017 | $37,000 | -2.6% | 1,266 | -5.4% | 0.00% | -25.0% |
| Q3 2017 | $38,000 | +8.6% | 1,338 | +5.7% | 0.00% | 0.0% |
| Q2 2017 | $35,000 | +2.9% | 1,266 | 0.0% | 0.00% | -20.0% |
| Q1 2017 | $34,000 | -61.8% | 1,266 | -63.2% | 0.01% | -87.8% |
| Q4 2016 | $89,000 | – | 3,436 | – | 0.04% | – |
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% |