ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 160 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $205,000 | -76.5% | 6,443 | -75.3% | 0.16% | -72.4% |
| Q3 2021 | $871,000 | -3.8% | 26,069 | -0.2% | 0.58% | +5.3% |
| Q2 2021 | $905,000 | -8.2% | 26,113 | -19.3% | 0.55% | -32.9% |
| Q4 2020 | $986,000 | -21.9% | 32,373 | -29.2% | 0.82% | -29.2% |
| Q3 2020 | $1,262,000 | 0.0% | 45,743 | 0.0% | 1.16% | 0.0% |
| Q2 2020 | $1,262,000 | -99.9% | 45,743 | -32.7% | 1.16% | -22.6% |
| Q1 2020 | $1,630,044,000 | -12.4% | 67,955 | +11.5% | 1.50% | -7.3% |
| Q4 2019 | $1,860,373,000 | +709966.0% | 60,966 | +689.1% | 1.62% | +998.6% |
| Q1 1987 | $262,000 | – | 7,726 | – | 0.15% | – |
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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% |