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 | $2,489,782 | -2.9% | 82,717 | -0.0% | 0.32% | -3.6% |
| Q2 2023 | $2,564,723 | +1.7% | 82,733 | -3.3% | 0.33% | -4.0% |
| Q1 2023 | $2,520,658 | +9.1% | 85,533 | 0.0% | 0.35% | +3.0% |
| Q4 2022 | $2,309,391 | -18.2% | 85,533 | -9.5% | 0.34% | -35.3% |
| Q3 2022 | $2,824,000 | -9.3% | 94,465 | -3.5% | 0.52% | -33.5% |
| Q2 2022 | $3,115,000 | -97.2% | 97,905 | -97.4% | 0.78% | -48.4% |
| Q1 2022 | $109,580,000 | +2735.9% | 3,719,145 | +3300.3% | 1.52% | +40.4% |
| Q4 2021 | $3,864,000 | -2.8% | 109,377 | -5.4% | 1.08% | -3.7% |
| Q3 2021 | $3,976,000 | -0.7% | 115,631 | 0.0% | 1.12% | -14.9% |
| Q2 2021 | $4,005,000 | +3.2% | 115,631 | -1.8% | 1.32% | -7.4% |
| Q1 2021 | $3,881,000 | -21.4% | 117,732 | -27.3% | 1.42% | -21.2% |
| Q4 2020 | $4,936,000 | – | 162,017 | – | 1.81% | – |
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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% |