ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 225 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,024,183 | +97.3% | 34,026 | +100.5% | 0.01% | +25.0% |
| Q4 2019 | $519,000 | -2.8% | 16,973 | -3.3% | 0.00% | 0.0% |
| Q3 2019 | $534,000 | +3.5% | 17,546 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $516,000 | +0.2% | 17,546 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $515,000 | +6.0% | 17,546 | -1.8% | 0.00% | 0.0% |
| Q4 2018 | $486,000 | -2.4% | 17,859 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $498,000 | +17.2% | 17,859 | +24.4% | 0.00% | +33.3% |
| Q2 2018 | $425,000 | -14.1% | 14,359 | -14.7% | 0.00% | -25.0% |
| Q1 2018 | $495,000 | -95.0% | 16,824 | -94.8% | 0.00% | -93.9% |
| Q4 2017 | $9,893,000 | +0.5% | 323,099 | -2.5% | 0.07% | -7.0% |
| Q3 2017 | $9,843,000 | -8.1% | 331,421 | -13.0% | 0.07% | -11.2% |
| Q2 2017 | $10,705,000 | +15.2% | 380,835 | +14.5% | 0.08% | +12.7% |
| Q1 2017 | $9,296,000 | +2.9% | 332,466 | -1.7% | 0.07% | 0.0% |
| Q4 2016 | $9,034,000 | +1654.2% | 338,346 | +1548.8% | 0.07% | +1675.0% |
| Q3 2016 | $515,000 | +8.6% | 20,521 | +6.3% | 0.00% | 0.0% |
| Q2 2016 | $474,000 | -11.1% | 19,299 | -11.9% | 0.00% | -20.0% |
| Q1 2016 | $533,000 | +2.7% | 21,916 | +0.0% | 0.01% | 0.0% |
| Q4 2015 | $519,000 | -2.3% | 21,909 | +1.4% | 0.01% | 0.0% |
| Q3 2015 | $531,000 | -55.0% | 21,599 | -50.0% | 0.01% | 0.0% |
| Q2 2015 | $1,180,000 | – | 43,198 | – | 0.01% | – |
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% |