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 2023 | $1,033,314 | +6.5% | 34,329 | +9.7% | 0.79% | +7.1% |
| Q2 2023 | $970,289 | +6.0% | 31,300 | +0.8% | 0.73% | -1.2% |
| Q1 2023 | $915,092 | -0.6% | 31,052 | -8.9% | 0.74% | -7.4% |
| Q4 2022 | $920,389 | -4.5% | 34,088 | +5.7% | 0.80% | -11.8% |
| Q3 2022 | $964,000 | -2.6% | 32,243 | +3.6% | 0.91% | -0.3% |
| Q2 2022 | $990,000 | -6.1% | 31,109 | +0.2% | 0.91% | +9.4% |
| Q1 2022 | $1,054,000 | -7.0% | 31,045 | -3.2% | 0.83% | -9.2% |
| Q4 2021 | $1,133,000 | – | 32,081 | – | 0.92% | – |
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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% |