ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 176 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,535,053 | -3.2% | 250,334 | -0.3% | 2.31% | -1.3% |
| Q2 2023 | $7,780,380 | +3.2% | 250,980 | -1.9% | 2.34% | -5.5% |
| Q1 2023 | $7,541,255 | +12.9% | 255,896 | +3.5% | 2.48% | +12.4% |
| Q4 2022 | $6,678,342 | -11.3% | 247,346 | -1.8% | 2.20% | -21.9% |
| Q3 2022 | $7,528,185 | -4.3% | 251,863 | +1.9% | 2.82% | +146.9% |
| Q2 2022 | $7,866,000 | +0.1% | 247,193 | +6.8% | 1.14% | +16.0% |
| Q1 2022 | $7,857,000 | -4.6% | 231,503 | -0.7% | 0.99% | +1.4% |
| Q4 2021 | $8,235,000 | +3.5% | 233,087 | +0.8% | 0.97% | -3.8% |
| Q3 2021 | $7,954,000 | +5.5% | 231,291 | +1.1% | 1.01% | -67.2% |
| Q1 2021 | $7,540,000 | +11.7% | 228,699 | +3.2% | 3.08% | +0.6% |
| Q4 2020 | $6,750,000 | +4.7% | 221,532 | -3.6% | 3.06% | +2.2% |
| Q3 2020 | $6,448,000 | -1.1% | 229,727 | -2.8% | 2.99% | +3.6% |
| Q2 2020 | $6,522,000 | -7.5% | 236,343 | +2.3% | 2.89% | -2.6% |
| Q4 2019 | $7,050,000 | +4.8% | 231,041 | +2.9% | 2.96% | -4.1% |
| Q3 2019 | $6,724,000 | -5.0% | 224,569 | -5.4% | 3.09% | -3.4% |
| Q2 2019 | $7,079,000 | +0.5% | 237,388 | -2.7% | 3.20% | +9.0% |
| Q1 2019 | $7,044,000 | +28.9% | 243,971 | +15.2% | 2.94% | +16.8% |
| Q4 2018 | $5,464,000 | – | 211,710 | – | 2.51% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Vista, LLC | 1,858,792 | $55,439,000 | 13.87% |
| Schoolcraft Capital LLC | 495,372 | $14,771,982 | 8.80% |
| Rainier Group Investment Advisory LLC | 611,803 | $18,244,000 | 8.18% |
| WESCAP Management Group, Inc. | 449,850 | $13,414,000 | 5.54% |
| VERITY Wealth Advisors | 183,970 | $5,486,000 | 5.40% |
| BT Wealth Management LLC | 305,822 | $8,676,000 | 5.01% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,640,454 | $48,918,000 | 4.07% |
| Cypress Capital, LLC | 237,388 | $7,079,000 | 3.20% |
| FIRST HAWAIIAN BANK | 1,799,495 | $53,661,000 | 2.87% |
| Meridian Wealth Advisors, LLC | 129,714 | $3,868,000 | 2.70% |