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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,828 | -57.7% | 188 | -59.8% | 0.00% | – |
| Q1 2023 | $13,792 | +9.1% | 468 | 0.0% | 0.00% | – |
| Q4 2022 | $12,636 | -62.8% | 468 | -59.0% | 0.00% | – |
| Q3 2022 | $34,000 | +277.8% | 1,141 | +307.5% | 0.00% | – |
| Q2 2022 | $9,000 | -75.7% | 280 | -73.5% | 0.00% | – |
| Q4 2021 | $37,000 | +236.4% | 1,055 | +164.4% | 0.00% | – |
| Q3 2020 | $11,000 | 0.0% | 399 | 0.0% | 0.00% | – |
| Q2 2020 | $11,000 | -54.2% | 399 | -50.1% | 0.00% | – |
| Q2 2018 | $24,000 | -48.9% | 800 | -51.1% | 0.00% | – |
| Q1 2018 | $47,000 | -4.1% | 1,636 | 0.0% | 0.00% | – |
| Q4 2017 | $49,000 | +4.3% | 1,636 | 0.0% | 0.00% | – |
| Q3 2017 | $47,000 | +14.6% | 1,636 | +13.9% | 0.00% | – |
| Q2 2017 | $41,000 | +70.8% | 1,436 | +62.1% | 0.00% | – |
| Q1 2017 | $24,000 | +242.9% | 886 | +209.8% | 0.00% | – |
| Q4 2016 | $7,000 | – | 286 | – | 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% |