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 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 ↓ |
|---|---|---|---|
| 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% |