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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,453,224 | +38.9% | 912,066 | +43.1% | 0.11% | +37.7% |
| Q2 2023 | $19,764,150 | +1382008.4% | 637,552 | +1213.1% | 0.08% | +1183.3% |
| Q1 2023 | $1,430 | +35.4% | 48,554 | +24.1% | 0.01% | +20.0% |
| Q4 2022 | $1,056 | -99.9% | 39,125 | +17.1% | 0.01% | 0.0% |
| Q3 2022 | $998,000 | -7.6% | 33,420 | -1.6% | 0.01% | -16.7% |
| Q2 2022 | $1,080,000 | +33.3% | 33,953 | +42.0% | 0.01% | +50.0% |
| Q1 2022 | $810,000 | +1.1% | 23,905 | +5.3% | 0.00% | 0.0% |
| Q4 2021 | $801,000 | +12.0% | 22,694 | +9.1% | 0.00% | 0.0% |
| Q3 2021 | $715,000 | +333.3% | 20,809 | +334.1% | 0.00% | +300.0% |
| Q2 2021 | $165,000 | +79.3% | 4,794 | +70.4% | 0.00% | 0.0% |
| Q1 2021 | $92,000 | +1050.0% | 2,814 | +938.4% | 0.00% | – |
| Q4 2020 | $8,000 | -86.2% | 271 | -85.8% | 0.00% | -100.0% |
| Q4 2019 | $58,000 | – | 1,909 | – | 0.00% | – |
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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% |