ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 202 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $336,852 | -9.7% | 12,476 | 0.0% | 0.03% | -16.1% |
| Q3 2022 | $373,000 | -6.0% | 12,476 | 0.0% | 0.03% | -3.1% |
| Q2 2022 | $397,000 | -6.1% | 12,476 | 0.0% | 0.03% | +14.3% |
| Q1 2022 | $423,000 | -4.1% | 12,476 | 0.0% | 0.03% | -15.2% |
| Q4 2021 | $441,000 | +2.8% | 12,476 | 0.0% | 0.03% | -10.8% |
| Q3 2021 | $429,000 | -0.7% | 12,476 | 0.0% | 0.04% | +2.8% |
| Q2 2021 | $432,000 | +5.1% | 12,476 | 0.0% | 0.04% | +12.5% |
| Q1 2021 | $411,000 | +8.2% | 12,476 | 0.0% | 0.03% | +3.2% |
| Q4 2020 | $380,000 | -46.5% | 12,476 | -51.6% | 0.03% | -53.0% |
| Q3 2020 | $710,000 | -41.3% | 25,779 | -41.2% | 0.07% | -45.5% |
| Q2 2020 | $1,209,000 | -46.6% | 43,814 | -53.2% | 0.12% | -42.1% |
| Q1 2020 | $2,265,000 | -20.7% | 93,577 | 0.0% | 0.21% | -36.1% |
| Q4 2019 | $2,856,000 | +1.9% | 93,577 | 0.0% | 0.33% | +3.8% |
| Q3 2019 | $2,802,000 | +0.4% | 93,577 | 0.0% | 0.32% | -1.9% |
| Q2 2019 | $2,790,000 | +3.3% | 93,577 | 0.0% | 0.32% | +6.6% |
| Q1 2019 | $2,702,000 | +11.9% | 93,577 | 0.0% | 0.30% | +1.7% |
| Q4 2018 | $2,415,000 | -65.8% | 93,577 | -60.3% | 0.30% | -66.2% |
| Q3 2018 | $7,059,000 | +1.1% | 235,763 | 0.0% | 0.88% | +11.9% |
| Q2 2018 | $6,980,000 | +3.1% | 235,763 | 0.0% | 0.78% | -34.1% |
| Q1 2018 | $6,771,000 | -3.3% | 235,763 | 0.0% | 1.19% | +57.9% |
| Q4 2017 | $6,999,000 | +2.6% | 235,763 | 0.0% | 0.75% | -8.4% |
| Q3 2017 | $6,823,000 | +1.8% | 235,763 | 0.0% | 0.82% | -22.3% |
| Q2 2017 | $6,700,000 | +3.3% | 235,763 | 0.0% | 1.06% | -2.6% |
| Q1 2017 | $6,488,000 | +81.4% | 235,763 | +62.0% | 1.09% | -48.0% |
| Q3 2015 | $3,577,000 | – | 145,540 | – | 2.09% | – |
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% |