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 | $1,043,315 | +650.6% | 33,808 | +667.8% | 0.00% | – |
| Q3 2022 | $139,000 | -4.1% | 4,403 | -1.7% | 0.00% | – |
| Q2 2022 | $145,000 | +271.8% | 4,478 | +292.8% | 0.00% | – |
| Q1 2022 | $39,000 | -2.5% | 1,140 | +1.9% | 0.00% | – |
| Q4 2021 | $40,000 | +60.0% | 1,119 | +56.1% | 0.00% | – |
| Q3 2021 | $25,000 | 0.0% | 717 | 0.0% | 0.00% | – |
| Q2 2021 | $25,000 | +733.3% | 717 | +679.3% | 0.00% | – |
| Q1 2021 | $3,000 | -99.9% | 92 | -99.9% | 0.00% | -100.0% |
| Q1 2018 | $2,718,000 | +10.8% | 94,651 | +14.6% | 0.00% | 0.0% |
| Q4 2017 | $2,452,000 | +299.3% | 82,603 | +289.3% | 0.00% | +100.0% |
| Q3 2017 | $614,000 | +438.6% | 21,219 | +430.5% | 0.00% | – |
| Q2 2017 | $114,000 | +3.6% | 4,000 | 0.0% | 0.00% | – |
| Q1 2017 | $110,000 | +547.1% | 4,000 | +453.3% | 0.00% | – |
| Q2 2016 | $17,000 | -81.1% | 723 | -80.9% | 0.00% | – |
| Q1 2016 | $90,000 | +91.5% | 3,787 | +105.7% | 0.00% | – |
| Q4 2015 | $47,000 | -39.7% | 1,841 | -41.9% | 0.00% | – |
| Q3 2015 | $78,000 | -52.7% | 3,170 | -47.5% | 0.00% | – |
| Q2 2015 | $165,000 | +19.6% | 6,038 | +21.6% | 0.00% | – |
| Q1 2015 | $138,000 | – | 4,964 | – | 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% |