ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 210 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $37,426 | +9.1% | 1,270 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $34,290 | -60.6% | 1,270 | -56.5% | 0.01% | -65.5% |
Q3 2022 | $87,000 | -26.3% | 2,921 | -21.8% | 0.03% | -23.7% |
Q2 2022 | $118,000 | -65.6% | 3,736 | -63.1% | 0.04% | -62.7% |
Q1 2022 | $343,000 | -3.9% | 10,133 | 0.0% | 0.10% | -8.1% |
Q4 2021 | $357,000 | -3.3% | 10,133 | -5.6% | 0.11% | -9.8% |
Q3 2021 | $369,000 | -2.6% | 10,735 | -2.0% | 0.12% | -6.1% |
Q2 2021 | $379,000 | +3.8% | 10,959 | -1.1% | 0.13% | -9.7% |
Q1 2021 | $365,000 | -27.1% | 11,079 | -32.6% | 0.14% | -34.4% |
Q4 2020 | $501,000 | – | 16,447 | – | 0.22% | – |
Download |
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% |