ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 197 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,451,265 | +5.2% | 114,660 | +8.3% | 0.00% | +50.0% |
| Q2 2023 | $3,280,730 | +62.2% | 105,830 | +54.2% | 0.00% | +100.0% |
| Q1 2023 | $2,022,703 | +32.3% | 68,636 | +21.3% | 0.00% | 0.0% |
| Q4 2022 | $1,528,389 | +29.7% | 56,607 | +43.6% | 0.00% | 0.0% |
| Q3 2022 | $1,178,000 | +7.2% | 39,407 | +14.1% | 0.00% | 0.0% |
| Q2 2022 | $1,099,000 | -0.5% | 34,527 | +6.0% | 0.00% | 0.0% |
| Q1 2022 | $1,105,000 | -12.4% | 32,564 | -8.8% | 0.00% | 0.0% |
| Q4 2021 | $1,261,000 | +1.2% | 35,690 | -1.5% | 0.00% | 0.0% |
| Q3 2021 | $1,246,000 | -11.1% | 36,246 | -10.4% | 0.00% | 0.0% |
| Q2 2021 | $1,402,000 | +6.5% | 40,462 | +1.4% | 0.00% | 0.0% |
| Q1 2021 | $1,316,000 | +11.8% | 39,917 | +3.3% | 0.00% | 0.0% |
| Q4 2020 | $1,177,000 | +11.1% | 38,627 | +0.4% | 0.00% | 0.0% |
| Q3 2020 | $1,059,000 | +11.7% | 38,468 | +12.0% | 0.00% | 0.0% |
| Q2 2020 | $948,000 | -18.0% | 34,359 | -28.0% | 0.00% | 0.0% |
| Q1 2020 | $1,156,000 | -11.1% | 47,742 | +12.0% | 0.00% | 0.0% |
| Q4 2019 | $1,301,000 | +1.0% | 42,620 | -0.9% | 0.00% | 0.0% |
| Q3 2019 | $1,288,000 | -1.8% | 43,011 | -2.1% | 0.00% | 0.0% |
| Q2 2019 | $1,311,000 | +7.5% | 43,955 | +4.1% | 0.00% | 0.0% |
| Q1 2019 | $1,219,000 | +26.7% | 42,223 | +13.3% | 0.00% | 0.0% |
| Q4 2018 | $962,000 | -23.4% | 37,257 | -11.2% | 0.00% | 0.0% |
| Q3 2018 | $1,256,000 | +52.1% | 41,960 | +50.4% | 0.00% | 0.0% |
| Q2 2018 | $826,000 | -0.1% | 27,905 | -3.1% | 0.00% | 0.0% |
| Q1 2018 | $827,000 | -73.4% | 28,805 | -72.5% | 0.00% | -50.0% |
| Q4 2017 | $3,113,000 | +5.3% | 104,869 | +2.7% | 0.00% | 0.0% |
| Q3 2017 | $2,956,000 | -15.3% | 102,149 | -16.8% | 0.00% | -33.3% |
| Q2 2017 | $3,488,000 | -27.9% | 122,723 | -30.2% | 0.00% | -25.0% |
| Q1 2017 | $4,837,000 | +12.9% | 175,769 | +7.2% | 0.00% | 0.0% |
| Q4 2016 | $4,283,000 | +833.1% | 163,969 | +785.7% | 0.00% | – |
| Q3 2016 | $459,000 | -8.6% | 18,513 | -11.5% | 0.00% | -100.0% |
| Q2 2016 | $502,000 | -13.1% | 20,916 | -13.6% | 0.00% | 0.0% |
| Q1 2016 | $578,000 | -45.1% | 24,216 | -41.6% | 0.00% | 0.0% |
| Q4 2015 | $1,053,000 | +9.9% | 41,449 | +6.4% | 0.00% | 0.0% |
| Q3 2015 | $958,000 | +952.7% | 38,962 | +1065.5% | 0.00% | – |
| Q2 2015 | $91,000 | +46.8% | 3,343 | +49.6% | 0.00% | – |
| Q1 2015 | $62,000 | – | 2,235 | – | 0.00% | – |
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% |