ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 176 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $6,545,000 | -4.9% | 218,966 | +1.2% | 4.67% | -0.4% |
| Q2 2022 | $6,884,000 | -6.6% | 216,326 | -0.4% | 4.69% | +5.6% |
| Q1 2022 | $7,369,000 | +15.8% | 217,108 | +20.5% | 4.44% | +18.0% |
| Q4 2021 | $6,364,000 | +12628.0% | 180,138 | +12238.2% | 3.76% | +11665.6% |
| Q3 2021 | $50,000 | +127.3% | 1,460 | +127.1% | 0.03% | +128.6% |
| Q2 2021 | $22,000 | -8.3% | 643 | -11.4% | 0.01% | -12.5% |
| Q1 2021 | $24,000 | +9.1% | 726 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $22,000 | – | 726 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Vista, LLC | 1,858,792 | $55,439,000 | 13.87% |
| Schoolcraft Capital LLC | 495,372 | $14,771,982 | 8.80% |
| Rainier Group Investment Advisory LLC | 611,803 | $18,244,000 | 8.18% |
| WESCAP Management Group, Inc. | 449,850 | $13,414,000 | 5.54% |
| VERITY Wealth Advisors | 183,970 | $5,486,000 | 5.40% |
| BT Wealth Management LLC | 305,822 | $8,676,000 | 5.01% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,640,454 | $48,918,000 | 4.07% |
| Cypress Capital, LLC | 237,388 | $7,079,000 | 3.20% |
| FIRST HAWAIIAN BANK | 1,799,495 | $53,661,000 | 2.87% |
| Meridian Wealth Advisors, LLC | 129,714 | $3,868,000 | 2.70% |