ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 197 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,000,705 | -42.0% | 33,246 | -40.3% | 0.23% | -41.5% |
| Q2 2023 | $1,726,018 | +0.2% | 55,678 | -4.8% | 0.39% | -5.6% |
| Q1 2023 | $1,723,170 | +6.6% | 58,472 | -2.4% | 0.41% | +0.5% |
| Q4 2022 | $1,617,165 | +14.4% | 59,895 | +26.7% | 0.41% | +13.9% |
| Q3 2022 | $1,413,000 | +162.2% | 47,268 | +178.9% | 0.36% | +165.4% |
| Q2 2022 | $539,000 | +8.5% | 16,945 | +15.7% | 0.14% | +18.3% |
| Q1 2022 | $497,000 | +96.4% | 14,642 | +104.4% | 0.12% | +101.8% |
| Q4 2021 | $253,000 | +18.8% | 7,163 | +15.8% | 0.06% | +9.6% |
| Q3 2021 | $213,000 | – | 6,185 | – | 0.05% | – |
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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% |