ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 210 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $274,843 | -2.9% | 9,131 | 0.0% | 0.02% | +5.6% |
Q2 2023 | $283,061 | +5.2% | 9,131 | 0.0% | 0.02% | -10.0% |
Q1 2023 | $269,091 | +108843.7% | 9,131 | 0.0% | 0.02% | +17.6% |
Q4 2022 | $247 | -99.9% | 9,131 | 0.0% | 0.02% | -19.0% |
Q3 2022 | $273,000 | -6.2% | 9,131 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $291,000 | -6.1% | 9,131 | 0.0% | 0.02% | +10.5% |
Q1 2022 | $310,000 | -4.0% | 9,131 | 0.0% | 0.02% | +5.6% |
Q4 2021 | $323,000 | +2.9% | 9,131 | 0.0% | 0.02% | -5.3% |
Q3 2021 | $314,000 | -0.6% | 9,131 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $316,000 | +5.0% | 9,131 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $301,000 | +8.3% | 9,131 | 0.0% | 0.02% | +5.6% |
Q4 2020 | $278,000 | +10.8% | 9,131 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $251,000 | -0.4% | 9,131 | 0.0% | 0.02% | -10.0% |
Q2 2020 | $252,000 | – | 9,131 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Private Vista, LLC | 1,858,792 | $55,439,000 | 13.87% |
Schoolcraft Capital LLC | 495,372 | $14,771,982 | 8.80% |
Rainier Group Investment Advisory LLC | 611,803 | $18,244,000 | 8.18% |
WESCAP Management Group, Inc. | 449,850 | $13,414,000 | 5.54% |
VERITY Wealth Advisors | 183,970 | $5,486,000 | 5.40% |
BT Wealth Management LLC | 305,822 | $8,676,000 | 5.01% |
COLDSTREAM CAPITAL MANAGEMENT INC | 1,640,454 | $48,918,000 | 4.07% |
Cypress Capital, LLC | 237,388 | $7,079,000 | 3.20% |
FIRST HAWAIIAN BANK | 1,799,495 | $53,661,000 | 2.87% |
Meridian Wealth Advisors, LLC | 129,714 | $3,868,000 | 2.70% |