ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 168 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304,551 | +2.1% | 10,118 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $298,176 | 0.0% | 10,118 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $298,176 | +9.1% | 10,118 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $273,186 | -9.5% | 10,118 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $302,000 | -5.9% | 10,118 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $321,000 | -6.1% | 10,118 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $342,000 | -4.2% | 10,118 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $357,000 | -3.8% | 10,118 | -6.5% | 0.00% | 0.0% |
| Q3 2021 | $371,000 | -0.8% | 10,817 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $374,000 | +5.1% | 10,817 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $356,000 | +8.5% | 10,817 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $328,000 | -91.8% | 10,817 | -92.6% | 0.00% | -91.7% |
| Q3 2020 | $3,998,000 | +3.5% | 145,205 | +3.8% | 0.02% | 0.0% |
| Q2 2020 | $3,861,000 | -9.5% | 139,935 | +0.1% | 0.02% | +26.3% |
| Q1 2020 | $4,265,000 | 0.0% | 139,816 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $4,265,000 | +3.1% | 139,816 | +1.1% | 0.02% | 0.0% |
| Q3 2019 | $4,138,000 | +30.2% | 138,252 | +29.6% | 0.02% | +35.7% |
| Q2 2019 | $3,179,000 | -1.6% | 106,672 | -4.7% | 0.01% | -6.7% |
| Q1 2019 | $3,230,000 | -24.9% | 111,920 | -32.9% | 0.02% | -28.6% |
| Q4 2018 | $4,302,000 | +765.6% | 166,716 | +902.9% | 0.02% | +950.0% |
| Q3 2018 | $497,000 | -12.7% | 16,624 | -13.4% | 0.00% | 0.0% |
| Q1 2018 | $569,000 | 0.0% | 19,187 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $569,000 | +2.5% | 19,187 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $555,000 | -15.4% | 19,187 | -19.5% | 0.00% | -33.3% |
| Q2 2017 | $656,000 | 0.0% | 23,845 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $656,000 | -24.8% | 23,845 | -28.6% | 0.00% | -40.0% |
| Q4 2016 | $872,000 | +327.5% | 33,397 | +305.2% | 0.01% | +400.0% |
| Q3 2016 | $204,000 | +343.5% | 8,242 | +324.4% | 0.00% | – |
| Q2 2016 | $46,000 | 0.0% | 1,942 | 0.0% | 0.00% | – |
| Q1 2016 | $46,000 | -98.2% | 1,942 | -98.1% | 0.00% | -100.0% |
| Q4 2015 | $2,617,000 | +736.1% | 103,072 | +707.0% | 0.02% | +800.0% |
| Q3 2015 | $313,000 | -18.9% | 12,772 | -9.9% | 0.00% | -33.3% |
| Q2 2015 | $386,000 | +36.9% | 14,173 | +39.3% | 0.00% | +50.0% |
| Q1 2015 | $282,000 | – | 10,173 | – | 0.00% | – |
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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% |