ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 165 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,471,649 | -10.6% | 48,892 | -7.9% | 0.20% | -14.0% |
Q2 2023 | $1,645,635 | +13.4% | 53,085 | +7.8% | 0.24% | +0.4% |
Q1 2023 | $1,451,221 | +167.7% | 49,244 | +145.3% | 0.23% | +90.2% |
Q4 2022 | $542,025 | +11.3% | 20,075 | +23.3% | 0.12% | -5.4% |
Q3 2022 | $487,000 | -6.0% | 16,280 | 0.0% | 0.13% | +41.3% |
Q2 2022 | $518,000 | -6.3% | 16,280 | 0.0% | 0.09% | +7.0% |
Q1 2022 | $553,000 | -36.5% | 16,280 | -33.9% | 0.09% | -17.3% |
Q4 2021 | $871,000 | +27.2% | 24,644 | +23.7% | 0.10% | +5.1% |
Q3 2021 | $685,000 | -0.7% | 19,930 | 0.0% | 0.10% | -13.2% |
Q2 2021 | $690,000 | +5.0% | 19,930 | 0.0% | 0.11% | -18.6% |
Q1 2021 | $657,000 | +1297.9% | 19,930 | +1190.0% | 0.14% | +833.3% |
Q4 2020 | $47,000 | – | 1,545 | – | 0.02% | – |
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% |