ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 168 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $90 | -3.2% | 3 | 0.0% | 0.00% | – |
| Q2 2023 | $93 | -97.2% | 3 | -97.4% | 0.00% | – |
| Q1 2023 | $3,360 | +9.2% | 114 | 0.0% | 0.00% | – |
| Q4 2022 | $3,078 | -98.9% | 114 | -98.7% | 0.00% | -100.0% |
| Q3 2022 | $287,000 | 0.0% | 9,035 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $287,000 | +7075.0% | 9,035 | +7825.4% | 0.02% | – |
| Q4 2021 | $4,000 | -87.1% | 114 | -87.5% | 0.00% | -100.0% |
| Q3 2021 | $31,000 | -8.8% | 914 | -8.1% | 0.00% | 0.0% |
| Q2 2021 | $34,000 | +466.7% | 995 | +410.3% | 0.00% | – |
| Q1 2021 | $6,000 | – | 195 | – | 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% |