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 | $207,472 | +429.2% | 6,892 | +445.3% | 0.00% | – |
| Q2 2023 | $39,208 | -74.5% | 1,264 | -75.8% | 0.00% | – |
| Q1 2023 | $153,702 | +559.3% | 5,214 | +504.2% | 0.00% | – |
| Q4 2022 | $23,314 | -65.2% | 863 | -61.3% | 0.00% | – |
| Q3 2022 | $67,000 | +31.4% | 2,230 | +39.5% | 0.00% | – |
| Q2 2022 | $51,000 | -10.5% | 1,598 | -4.7% | 0.00% | – |
| Q1 2022 | $57,000 | 0.0% | 1,676 | +3.3% | 0.00% | – |
| Q4 2021 | $57,000 | +72.7% | 1,623 | +67.5% | 0.00% | – |
| Q3 2021 | $33,000 | +120.0% | 969 | +123.8% | 0.00% | – |
| Q2 2021 | $15,000 | 0.0% | 433 | -3.1% | 0.00% | – |
| Q1 2021 | $15,000 | +66.7% | 447 | +54.7% | 0.00% | – |
| Q4 2020 | $9,000 | -75.7% | 289 | -78.4% | 0.00% | – |
| Q3 2020 | $37,000 | +8.8% | 1,339 | +7.1% | 0.00% | – |
| Q2 2020 | $34,000 | -63.4% | 1,250 | -67.3% | 0.00% | – |
| Q1 2020 | $93,000 | -52.8% | 3,825 | -40.7% | 0.00% | – |
| Q4 2019 | $197,000 | +21.6% | 6,453 | +19.2% | 0.00% | – |
| Q3 2019 | $162,000 | +50.0% | 5,415 | +49.2% | 0.00% | – |
| Q2 2019 | $108,000 | +20.0% | 3,630 | +16.6% | 0.00% | – |
| Q1 2019 | $90,000 | +12.5% | 3,112 | +0.5% | 0.00% | – |
| Q4 2018 | $80,000 | -56.8% | 3,096 | -49.6% | 0.00% | – |
| Q3 2018 | $185,000 | -12.7% | 6,142 | -14.3% | 0.00% | – |
| Q2 2018 | $212,000 | +1.9% | 7,169 | -2.0% | 0.00% | – |
| Q2 2017 | $208,000 | – | 7,314 | – | 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% |