ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 211 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,677,737 | +39.8% | 136,212 | +54.8% | 0.95% | +27.9% |
| Q3 2022 | $2,631,000 | -4.6% | 88,006 | +1.6% | 0.74% | +1.1% |
| Q2 2022 | $2,757,000 | -8.0% | 86,634 | -1.9% | 0.73% | +5.5% |
| Q1 2022 | $2,998,000 | +0.6% | 88,324 | +4.7% | 0.70% | -4.0% |
| Q4 2021 | $2,981,000 | +3.9% | 84,384 | +1.2% | 0.72% | -9.4% |
| Q3 2021 | $2,868,000 | +2.7% | 83,386 | +3.4% | 0.80% | +1.0% |
| Q2 2021 | $2,793,000 | +15.3% | 80,635 | +9.8% | 0.79% | -1.6% |
| Q1 2021 | $2,422,000 | +13.4% | 73,458 | +4.8% | 0.80% | +3.2% |
| Q4 2020 | $2,135,000 | +23.1% | 70,085 | +11.2% | 0.78% | +4.4% |
| Q3 2020 | $1,735,000 | +0.1% | 63,006 | +0.3% | 0.75% | -6.9% |
| Q2 2020 | $1,734,000 | +9.5% | 62,836 | -3.9% | 0.80% | -8.5% |
| Q1 2020 | $1,583,000 | -55.1% | 65,385 | -43.4% | 0.88% | -37.1% |
| Q4 2019 | $3,528,000 | +1.6% | 115,617 | -0.3% | 1.39% | -6.5% |
| Q3 2019 | $3,473,000 | -10.2% | 116,009 | -10.6% | 1.49% | -44.9% |
| Q2 2019 | $3,868,000 | +4.5% | 129,714 | +1.2% | 2.70% | 0.0% |
| Q1 2019 | $3,701,000 | +16.6% | 128,204 | +4.3% | 2.70% | +10.8% |
| Q4 2018 | $3,173,000 | – | 122,939 | – | 2.44% | – |
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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% |