ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 225 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,512,830 | +1.1% | 116,705 | +4.2% | 0.05% | +4.3% |
| Q2 2023 | $3,473,470 | +5.8% | 112,048 | +0.6% | 0.05% | -4.1% |
| Q1 2023 | $3,283,530 | +23.3% | 111,420 | +13.0% | 0.05% | +14.0% |
| Q4 2022 | $2,663,048 | +38.8% | 98,632 | +53.7% | 0.04% | +30.3% |
| Q3 2022 | $1,918,138 | -26.8% | 64,157 | -22.1% | 0.03% | -32.7% |
| Q2 2022 | $2,621,000 | +33.0% | 82,371 | +41.8% | 0.05% | +48.5% |
| Q1 2022 | $1,971,000 | – | 58,090 | – | 0.03% | – |
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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% |