ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 213 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $60,501 | -2.9% | 2,010 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $62,310 | -13.8% | 2,010 | -18.0% | 0.00% | -25.0% |
Q1 2023 | $72,260 | +3513.0% | 2,452 | +2481.1% | 0.00% | – |
Q3 2022 | $2,000 | -91.7% | 95 | -89.4% | 0.00% | -100.0% |
Q2 2020 | $24,000 | +14.3% | 897 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $21,000 | -22.2% | 897 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $27,000 | +3.8% | 897 | 0.0% | 0.00% | -50.0% |
Q3 2019 | $26,000 | 0.0% | 897 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $26,000 | -98.7% | 897 | -98.7% | 0.00% | -98.9% |
Q4 2017 | $2,073,000 | +207200.0% | 69,859 | +174547.5% | 0.18% | – |
Q1 2017 | $1,000 | – | 40 | – | 0.00% | – |
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% |