ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 201 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,105,138 | +50.9% | 69,938 | +55.4% | 0.00% | +50.0% |
| Q2 2023 | $1,394,845 | +94.2% | 44,995 | +84.6% | 0.00% | +100.0% |
| Q1 2023 | $718,269 | +17.5% | 24,373 | +7.7% | 0.00% | 0.0% |
| Q4 2022 | $611,280 | -72.9% | 22,640 | -70.0% | 0.00% | -75.0% |
| Q3 2022 | $2,257,000 | -12.2% | 75,523 | -6.6% | 0.00% | 0.0% |
| Q2 2022 | $2,572,000 | +719.1% | 80,826 | +775.0% | 0.00% | – |
| Q1 2022 | $314,000 | +25.6% | 9,237 | +30.7% | 0.00% | – |
| Q4 2021 | $250,000 | -53.4% | 7,070 | -59.8% | 0.00% | -100.0% |
| Q4 2019 | $537,000 | +8.5% | 17,580 | +6.4% | 0.00% | 0.0% |
| Q3 2019 | $495,000 | -0.8% | 16,515 | -1.3% | 0.00% | 0.0% |
| Q2 2019 | $499,000 | -71.8% | 16,735 | -72.7% | 0.00% | -80.0% |
| Q1 2019 | $1,770,000 | +12.1% | 61,344 | +0.6% | 0.01% | 0.0% |
| Q4 2018 | $1,579,000 | -45.5% | 60,989 | -36.9% | 0.01% | -37.5% |
| Q3 2018 | $2,897,000 | +41.1% | 96,701 | +39.2% | 0.01% | +33.3% |
| Q2 2018 | $2,053,000 | +1.6% | 69,451 | -1.3% | 0.01% | 0.0% |
| Q1 2018 | $2,021,000 | -27.0% | 70,333 | -24.6% | 0.01% | -33.3% |
| Q4 2017 | $2,770,000 | +24.1% | 93,313 | +21.1% | 0.01% | +12.5% |
| Q3 2017 | $2,232,000 | -4.7% | 77,074 | -6.6% | 0.01% | -11.1% |
| Q2 2017 | $2,343,000 | +28.0% | 82,500 | +24.0% | 0.01% | +28.6% |
| Q1 2017 | $1,830,000 | +447.9% | 66,520 | +419.7% | 0.01% | +600.0% |
| Q4 2016 | $334,000 | +4.4% | 12,799 | -0.3% | 0.00% | 0.0% |
| Q3 2016 | $320,000 | -9.6% | 12,843 | -12.9% | 0.00% | -50.0% |
| Q2 2016 | $354,000 | +0.6% | 14,739 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $352,000 | -16.4% | 14,739 | -11.2% | 0.00% | 0.0% |
| Q4 2015 | $421,000 | -94.2% | 16,602 | -93.8% | 0.00% | -89.5% |
| Q2 2015 | $7,280,000 | – | 266,588 | – | 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% |