ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 227 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $962,524 | -4.6% | 32,213 | -1.1% | 0.00% | -50.0% |
| Q2 2023 | $1,009,205 | +1.9% | 32,555 | -3.1% | 0.00% | 0.0% |
| Q1 2023 | $990,487 | +13.3% | 33,610 | +3.8% | 0.00% | 0.0% |
| Q4 2022 | $874,287 | -16.2% | 32,381 | -7.2% | 0.00% | -66.7% |
| Q3 2022 | $1,043,000 | -5.9% | 34,880 | +0.1% | 0.01% | +20.0% |
| Q2 2022 | $1,108,000 | -9.8% | 34,828 | -3.8% | 0.01% | +25.0% |
| Q1 2022 | $1,228,000 | +1.2% | 36,185 | +5.3% | 0.00% | 0.0% |
| Q4 2021 | $1,214,000 | – | 34,373 | – | 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% |