ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 213 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,384,510 | -7.6% | 45,997 | -4.8% | 0.01% | -6.7% |
| Q2 2023 | $1,498,323 | +11.7% | 48,333 | +6.2% | 0.02% | 0.0% |
| Q1 2023 | $1,341,130 | +118.4% | 45,508 | +100.1% | 0.02% | +200.0% |
| Q4 2022 | $614,061 | -99.9% | 22,743 | -71.2% | 0.01% | -61.5% |
| Q3 2022 | $1,180,179,000 | +95927.6% | 78,866 | +104.3% | 0.01% | 0.0% |
| Q2 2022 | $1,229,000 | +78.6% | 38,612 | +90.4% | 0.01% | +85.7% |
| Q1 2022 | $688,000 | +32.1% | 20,284 | +37.6% | 0.01% | +40.0% |
| Q4 2021 | $521,000 | -43.6% | 14,737 | -45.2% | 0.01% | -44.4% |
| Q3 2021 | $924,000 | +63.5% | 26,871 | +64.7% | 0.01% | +50.0% |
| Q2 2021 | $565,000 | +1.8% | 16,315 | -3.1% | 0.01% | -14.3% |
| Q1 2021 | $555,000 | -59.6% | 16,829 | -62.4% | 0.01% | -56.2% |
| Q4 2020 | $1,373,000 | -99.7% | 44,778 | +151.0% | 0.02% | +77.8% |
| Q3 2020 | $491,000,000 | – | 17,839 | – | 0.01% | – |
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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% |