ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 196 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,329,086 | +35.5% | 874,720 | +39.6% | 0.53% | +38.3% |
| Q2 2023 | $19,425,004 | +257.8% | 626,613 | +240.2% | 0.38% | +236.8% |
| Q1 2023 | $5,428,501 | +1355.7% | 184,204 | +1233.7% | 0.11% | +1325.0% |
| Q4 2022 | $372,905 | -66.9% | 13,811 | -61.0% | 0.01% | -69.2% |
| Q2 2022 | $1,126,000 | +211.9% | 35,392 | +246.7% | 0.03% | +271.4% |
| Q4 2021 | $361,000 | +10.7% | 10,209 | +7.8% | 0.01% | 0.0% |
| Q3 2021 | $326,000 | – | 9,472 | – | 0.01% | – |
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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% |