ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 196 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | +100.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $1,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | -100.0% | 53 | -99.9% | 0.00% | -99.9% |
| Q1 2020 | $1,457,684,000 | +14576740.0% | 50,755 | +14484.8% | 1.39% | +13840.0% |
| Q3 2019 | $10,000 | 0.0% | 348 | 0.0% | 0.01% | +11.1% |
| Q2 2019 | $10,000 | +900.0% | 348 | +792.3% | 0.01% | +800.0% |
| Q1 2019 | $1,000 | -95.7% | 39 | -95.6% | 0.00% | -95.5% |
| Q4 2018 | $23,000 | -100.0% | 880 | -54.0% | 0.02% | -54.2% |
| Q3 2018 | $57,275,000 | -92.3% | 1,913 | -92.4% | 0.05% | -92.9% |
| Q2 2018 | $743,973,000 | -49.0% | 25,130 | -50.5% | 0.68% | -51.4% |
| Q1 2018 | $1,457,684,000 | – | 50,755 | – | 1.39% | – |
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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% |