ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 197 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $135,300 | -99.4% | 4,495 | -98.0% | 0.00% | -100.0% |
| Q2 2023 | $21,214,733 | +19946.6% | 221,125 | +6057.8% | 0.08% | – |
| Q1 2023 | $105,827 | -76.6% | 3,591 | -78.5% | 0.00% | -100.0% |
| Q4 2022 | $451,521 | +720.9% | 16,723 | +812.3% | 0.00% | – |
| Q3 2022 | $55,000 | -9.8% | 1,833 | -3.9% | 0.00% | – |
| Q2 2022 | $61,000 | – | 1,908 | +47600.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 4 | -97.3% | 0.00% | – |
| Q3 2021 | $5,000 | -99.9% | 150 | -99.9% | 0.00% | -100.0% |
| Q2 2021 | $5,358,000 | -0.5% | 154,667 | -5.3% | 0.06% | -28.2% |
| Q1 2021 | $5,386,000 | +230.4% | 163,370 | +205.3% | 0.08% | +269.6% |
| Q4 2020 | $1,630,000 | +81400.0% | 53,508 | +74216.7% | 0.02% | – |
| Q1 2020 | $2,000 | – | 72 | – | 0.00% | – |
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% |