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 2020 | $3,241,000 | -46.0% | 117,698 | -45.9% | 0.50% | -53.1% |
| Q2 2020 | $6,007,000 | +14.0% | 217,698 | 0.0% | 1.07% | -10.2% |
| Q1 2020 | $5,270,000 | +34.6% | 217,698 | +69.7% | 1.19% | +21.4% |
| Q4 2019 | $3,914,000 | +1.9% | 128,266 | 0.0% | 0.98% | +135.8% |
| Q3 2019 | $3,840,000 | – | 128,266 | – | 0.42% | – |
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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% |