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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $211,000 | -9.8% | 6,624 | -3.9% | 0.05% | 0.0% |
| Q1 2022 | $234,000 | -14.3% | 6,893 | -10.9% | 0.05% | -14.3% |
| Q4 2021 | $273,000 | +2.6% | 7,735 | -0.1% | 0.06% | -11.3% |
| Q3 2021 | $266,000 | -15.3% | 7,744 | -14.5% | 0.07% | -16.5% |
| Q2 2021 | $314,000 | -4.3% | 9,057 | -8.8% | 0.08% | -13.3% |
| Q1 2021 | $328,000 | +3.1% | 9,934 | -4.8% | 0.10% | -5.8% |
| Q4 2020 | $318,000 | +13.2% | 10,433 | -1.3% | 0.10% | -1.9% |
| Q3 2020 | $281,000 | -32.9% | 10,568 | -30.5% | 0.11% | -37.6% |
| Q2 2020 | $419,000 | +6.9% | 15,201 | -1.1% | 0.17% | -1.2% |
| Q1 2020 | $392,000 | -54.6% | 15,368 | -45.7% | 0.17% | -45.7% |
| Q4 2019 | $864,000 | +29.3% | 28,318 | +27.0% | 0.32% | -39.2% |
| Q3 2019 | $668,000 | +31.2% | 22,300 | +30.6% | 0.52% | +27.1% |
| Q2 2019 | $509,000 | +115.7% | 17,069 | +109.1% | 0.41% | +104.0% |
| Q1 2019 | $236,000 | – | 8,162 | – | 0.20% | – |
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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% |