ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 176 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $241,000 | -21.0% | 7,564 | -15.7% | 0.41% | +5.4% |
| Q1 2022 | $305,000 | +2.0% | 8,972 | +6.1% | 0.39% | -23.6% |
| Q4 2021 | $299,000 | -14.6% | 8,458 | -16.8% | 0.51% | -15.5% |
| Q3 2021 | $350,000 | -4.9% | 10,166 | -4.4% | 0.61% | -6.6% |
| Q2 2021 | $368,000 | +8.2% | 10,637 | +3.1% | 0.65% | +28.5% |
| Q1 2021 | $340,000 | -69.9% | 10,314 | -72.2% | 0.51% | -50.8% |
| Q4 2020 | $1,129,000 | +12.8% | 37,055 | +2.0% | 1.03% | +8.1% |
| Q3 2020 | $1,001,000 | -12.9% | 36,337 | -12.8% | 0.95% | -13.7% |
| Q2 2020 | $1,149,000 | +21.1% | 41,664 | +6.2% | 1.10% | -18.4% |
| Q1 2020 | $949,000 | -0.9% | 39,217 | +25.0% | 1.35% | +43.4% |
| Q4 2019 | $958,000 | – | 31,385 | – | 0.94% | – |
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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% |