ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 227 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $14,818 | +3.8% | 478 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $14,278 | +10.6% | 478 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12,906 | -14.0% | 478 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | 0.0% | 478 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | -6.2% | 478 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $16,000 | -5.9% | 478 | 0.0% | 0.00% | -92.3% |
| Q4 2021 | $17,000 | -76.7% | 478 | -77.5% | 0.01% | +85.7% |
| Q3 2021 | $73,000 | 0.0% | 2,128 | +0.9% | 0.01% | 0.0% |
| Q2 2021 | $73,000 | +4.3% | 2,109 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $70,000 | +9.4% | 2,109 | +0.6% | 0.01% | 0.0% |
| Q4 2020 | $64,000 | +4.9% | 2,097 | -4.6% | 0.01% | -11.1% |
| Q3 2020 | $61,000 | +1.7% | 2,197 | +0.8% | 0.01% | -10.0% |
| Q2 2020 | $60,000 | +20.0% | 2,179 | +6.1% | 0.01% | +11.1% |
| Q1 2020 | $50,000 | -7.4% | 2,054 | +16.6% | 0.01% | +12.5% |
| Q4 2019 | $54,000 | +8.0% | 1,762 | +5.1% | 0.01% | 0.0% |
| Q3 2019 | $50,000 | -63.5% | 1,676 | -63.5% | 0.01% | -69.2% |
| Q2 2019 | $137,000 | -3.5% | 4,596 | -6.3% | 0.03% | -23.5% |
| Q1 2019 | $142,000 | +32.7% | 4,903 | +18.4% | 0.03% | +25.9% |
| Q4 2018 | $107,000 | -13.7% | 4,141 | +0.3% | 0.03% | -3.6% |
| Q3 2018 | $124,000 | -20.0% | 4,129 | -21.3% | 0.03% | -28.2% |
| Q2 2018 | $155,000 | -9.4% | 5,249 | -11.6% | 0.04% | -17.0% |
| Q1 2018 | $171,000 | -3.9% | 5,941 | -1.0% | 0.05% | -4.1% |
| Q4 2017 | $178,000 | +18.7% | 6,000 | +15.9% | 0.05% | -21.0% |
| Q3 2017 | $150,000 | +16.3% | 5,175 | +13.6% | 0.06% | +1.6% |
| Q2 2017 | $129,000 | +163.3% | 4,554 | +155.3% | 0.06% | +125.9% |
| Q1 2017 | $49,000 | – | 1,784 | – | 0.03% | – |
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% |