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 | $47,498 | -2.9% | 1,578 | 0.0% | 0.02% | +10.5% |
| Q2 2023 | $48,918 | +0.4% | 1,578 | -4.6% | 0.02% | -20.8% |
| Q1 2023 | $48,743 | -9.6% | 1,654 | -17.1% | 0.02% | -4.0% |
| Q4 2022 | $53,892 | -10.2% | 1,996 | 0.0% | 0.02% | -19.4% |
| Q3 2022 | $60,000 | -57.1% | 1,996 | -54.6% | 0.03% | -56.3% |
| Q2 2022 | $140,000 | -6.0% | 4,397 | 0.0% | 0.07% | +7.6% |
| Q1 2022 | $149,000 | -3.9% | 4,397 | 0.0% | 0.07% | +6.5% |
| Q4 2021 | $155,000 | +0.6% | 4,397 | -1.8% | 0.06% | -13.9% |
| Q3 2021 | $154,000 | 0.0% | 4,476 | +0.6% | 0.07% | +2.9% |
| Q2 2021 | $154,000 | +3.4% | 4,448 | 0.0% | 0.07% | -4.1% |
| Q1 2021 | $149,000 | +7.2% | 4,448 | -2.3% | 0.07% | -7.6% |
| Q4 2020 | $139,000 | +9.4% | 4,554 | 0.0% | 0.08% | +3.9% |
| Q3 2020 | $127,000 | – | 4,554 | – | 0.08% | – |
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% |