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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,438,000 | -6.5% | 76,618 | -0.3% | 0.53% | +0.4% |
| Q1 2022 | $2,607,000 | -3.9% | 76,824 | 0.0% | 0.53% | +24.3% |
| Q4 2021 | $2,714,000 | +155.6% | 76,824 | +148.8% | 0.42% | +145.1% |
| Q3 2021 | $1,062,000 | -40.0% | 30,884 | -39.6% | 0.17% | -49.1% |
| Q2 2021 | $1,770,000 | -17.3% | 51,103 | -21.2% | 0.34% | -21.5% |
| Q1 2021 | $2,139,000 | +378.5% | 64,888 | +342.1% | 0.43% | +304.7% |
| Q4 2020 | $447,000 | – | 14,678 | – | 0.11% | – |
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% |