ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 227 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $109,965 | -6.9% | 3,679 | -0.9% | 0.01% | 0.0% |
| Q2 2022 | $118,148 | -9.6% | 3,713 | -3.5% | 0.01% | +25.0% |
| Q1 2022 | $130,635 | -1.9% | 3,849 | +2.1% | 0.00% | 0.0% |
| Q4 2021 | $133,159 | -62.9% | 3,769 | -63.9% | 0.00% | -69.2% |
| Q3 2021 | $358,825 | -18.7% | 10,434 | -18.1% | 0.01% | -23.5% |
| Q2 2021 | $441,140 | +6.5% | 12,735 | +1.4% | 0.02% | -5.6% |
| Q1 2021 | $414,037 | -0.6% | 12,558 | -8.2% | 0.02% | -14.3% |
| Q4 2020 | $416,708 | +36.6% | 13,676 | +23.5% | 0.02% | +16.7% |
| Q3 2020 | $305,006 | +41.1% | 11,075 | +41.4% | 0.02% | +28.6% |
| Q2 2020 | $216,207 | +179.3% | 7,835 | +145.1% | 0.01% | +133.3% |
| Q1 2020 | $77,399 | +121.3% | 3,197 | +179.0% | 0.01% | +200.0% |
| Q4 2019 | $34,970 | +740.2% | 1,146 | +724.5% | 0.00% | – |
| Q3 2019 | $4,162 | +1.1% | 139 | +0.7% | 0.00% | – |
| Q2 2019 | $4,115 | – | 138 | – | 0.00% | – |
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% |