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 | ||||
---|---|---|---|---|---|---|
Q3 2022 | $270,000 | -5.9% | 9,022 | 0.0% | 0.05% | +11.4% |
Q2 2022 | $287,000 | -6.2% | 9,022 | 0.0% | 0.04% | +15.8% |
Q1 2022 | $306,000 | -4.1% | 9,022 | 0.0% | 0.04% | -2.6% |
Q4 2021 | $319,000 | +2.9% | 9,022 | 0.0% | 0.04% | +18.2% |
Q3 2021 | $310,000 | -1.0% | 9,022 | 0.0% | 0.03% | -5.7% |
Q2 2021 | $313,000 | – | 9,022 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Private Vista, LLC | 2,329,422 | $69,742,000 | 14.28% |
Syntal Capital Partners, LLC | 974,803 | $29,185,000 | 10.20% |
WESCAP Management Group, Inc. | 449,892 | $13,469,000 | 6.83% |
Dragon Financial & Investment Group, LLC | 160,971 | $4,819,000 | 5.46% |
COLDSTREAM CAPITAL MANAGEMENT INC | 1,376,325 | $41,207,000 | 3.73% |
Blue Chip Partners, LLC | 344,264 | $10,307,000 | 2.51% |
FIRST HAWAIIAN BANK | 1,593,621 | $47,713,000 | 2.49% |
BOK Financial Private Wealth, Inc. | 491,378 | $14,712,000 | 2.33% |
Exchange Capital Management, Inc. | 263,782 | $7,898,000 | 2.29% |
Wharton Business Group, LLC | 767,440 | $22,977,000 | 2.28% |