ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 200 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,655 | -47.0% | 88,215 | -45.4% | 0.01% | -45.5% |
| Q2 2023 | $5,012 | -99.9% | 161,671 | +24.9% | 0.01% | 0.0% |
| Q3 2022 | $3,869,000 | -2.2% | 129,445 | +4.1% | 0.01% | 0.0% |
| Q2 2022 | $3,957,000 | -29.5% | 124,368 | -24.8% | 0.01% | 0.0% |
| Q1 2022 | $5,610,000 | +87.7% | 165,290 | +68.5% | 0.01% | +57.1% |
| Q4 2020 | $2,989,000 | +16.2% | 98,107 | +5.0% | 0.01% | 0.0% |
| Q3 2020 | $2,572,000 | +39.3% | 93,397 | +22.4% | 0.01% | +16.7% |
| Q2 2020 | $1,847,000 | 0.0% | 76,281 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $1,847,000 | -8.8% | 76,281 | +14.9% | 0.01% | +16.7% |
| Q4 2019 | $2,026,000 | +18.3% | 66,406 | +16.1% | 0.01% | +20.0% |
| Q3 2019 | $1,712,000 | -8.8% | 57,187 | -9.2% | 0.01% | -16.7% |
| Q2 2019 | $1,878,000 | -77.3% | 62,993 | -78.1% | 0.01% | -78.6% |
| Q1 2018 | $8,273,000 | -11.6% | 288,043 | -8.7% | 0.03% | -9.7% |
| Q4 2017 | $9,363,000 | +34.7% | 315,414 | +31.3% | 0.03% | +24.0% |
| Q3 2017 | $6,953,000 | – | 240,250 | – | 0.02% | – |
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% |