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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,000 | +100.0% | 47 | -4.1% | 0.00% | 0.0% |
| Q4 2020 | $1,000 | 0.0% | 49 | +4.3% | 0.00% | 0.0% |
| Q3 2020 | $1,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | -97.1% | 47 | -96.8% | 0.00% | -96.3% |
| Q1 2020 | $35,000 | -35.2% | 1,447 | -18.6% | 0.03% | -18.2% |
| Q4 2019 | $54,000 | +1.9% | 1,777 | 0.0% | 0.03% | -5.7% |
| Q3 2019 | $53,000 | 0.0% | 1,777 | +0.1% | 0.04% | -2.8% |
| Q2 2019 | $53,000 | +8.2% | 1,775 | +2.7% | 0.04% | 0.0% |
| Q1 2019 | $49,000 | +14.0% | 1,729 | +1.9% | 0.04% | -5.3% |
| Q4 2018 | $43,000 | -24.6% | 1,697 | -10.8% | 0.04% | -2.6% |
| Q3 2018 | $57,000 | +3.6% | 1,902 | +3.1% | 0.04% | -4.9% |
| Q2 2018 | $55,000 | +77.4% | 1,845 | +70.0% | 0.04% | +70.8% |
| Q1 2018 | $31,000 | -3.1% | 1,085 | +0.3% | 0.02% | +4.3% |
| Q4 2017 | $32,000 | – | 1,082 | – | 0.02% | – |
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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% |