Family Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 213 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Family Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$448,671
-19.3%
14,906
-16.9%
0.33%
-12.0%
Q2 2023$556,109
-53.7%
17,939
-56.0%
0.38%
-57.2%
Q1 2023$1,201,904
+2830.5%
40,784
+2584.9%
0.88%
+2482.4%
Q4 2022$41,0131,5190.03%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
ADAMSBROWN WEALTH CONSULTANTS LLC 713,746$21,483,75510.58%
Blankinship & Foster, LLC 739,795$22,267,8257.36%
WIN ADVISORS, INC 497,002$14,959,8147.33%
Schoolcraft Capital LLC 730,243$21,980,3206.20%
Verde Capital Management 477,258$14,365,4725.58%
Wealthgate Family Office, LLC 56,290$1,694,3335.27%
COLDSTREAM CAPITAL MANAGEMENT INC 4,267,846$128,462,1604.20%
Hackensack Meridian Health, Inc. 395,000$27,223,4004.04%
PARTNERS CAPITAL INVESTMENT GROUP, LLP 5,274,879$158,773,8643.81%
Hall Kathryn A. 354,130$10,659,3133.62%
View complete list of ISHARES TR shareholders