ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 196 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,605,252 | -2.3% | 119,776 | +0.7% | 0.14% | +0.7% |
Q2 2023 | $3,688,270 | +12.8% | 118,976 | +7.2% | 0.14% | +7.1% |
Q1 2023 | $3,269,975 | +85523.9% | 110,959 | -21.5% | 0.13% | -40.9% |
Q4 2022 | $3,819 | -99.9% | 141,435 | -4.1% | 0.22% | -19.8% |
Q3 2022 | $4,410,000 | -28.4% | 147,542 | -23.7% | 0.27% | +5.5% |
Q2 2022 | $6,157,000 | -37.3% | 193,494 | -33.0% | 0.25% | -3.4% |
Q1 2022 | $9,813,000 | -2.2% | 288,641 | +1.8% | 0.26% | +17.9% |
Q4 2021 | $10,029,000 | +3.1% | 283,555 | +0.2% | 0.22% | -13.6% |
Q3 2021 | $9,729,000 | -1.4% | 282,897 | +0.2% | 0.26% | -3.4% |
Q2 2021 | $9,870,000 | +52.0% | 282,228 | +43.2% | 0.27% | +54.3% |
Q1 2021 | $6,495,000 | – | 197,064 | – | 0.17% | – |
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% |