ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 201 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,853,580 | -82.9% | 61,581 | -82.4% | 0.26% | -81.4% |
| Q2 2023 | $10,839,625 | +765.8% | 349,665 | +751.9% | 1.39% | +520.1% |
| Q4 2019 | $1,252,000 | +21.0% | 41,044 | +18.7% | 0.22% | +5.7% |
| Q3 2019 | $1,035,000 | +265.7% | 34,572 | +250.5% | 0.21% | +198.6% |
| Q1 2018 | $283,000 | -64.7% | 9,865 | -63.4% | 0.07% | -64.9% |
| Q4 2017 | $801,000 | +21.5% | 26,988 | +18.5% | 0.20% | -7.8% |
| Q3 2017 | $659,000 | +5.1% | 22,784 | +3.2% | 0.22% | +10.6% |
| Q2 2017 | $627,000 | +185.0% | 22,069 | +176.1% | 0.20% | +130.2% |
| Q1 2017 | $220,000 | – | 7,994 | – | 0.09% | – |
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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% |