ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 198 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $311,927 | -2.9% | 10,363 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $321,253 | +5.2% | 10,363 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $305,398 | -3.7% | 10,363 | -11.8% | 0.01% | -25.0% |
| Q4 2022 | $317,115 | -9.7% | 11,745 | 0.0% | 0.01% | -72.1% |
| Q3 2022 | $351,000 | -6.1% | 11,745 | 0.0% | 0.04% | +168.8% |
| Q2 2022 | $374,000 | -21.8% | 11,745 | -16.6% | 0.02% | -5.9% |
| Q1 2022 | $478,000 | -3.4% | 14,079 | +0.5% | 0.02% | -5.6% |
| Q4 2021 | $495,000 | -33.8% | 14,015 | -35.5% | 0.02% | -37.9% |
| Q3 2021 | $748,000 | -4.5% | 21,744 | -3.8% | 0.03% | -9.4% |
| Q2 2021 | $783,000 | -2.9% | 22,606 | -7.5% | 0.03% | -15.8% |
| Q1 2021 | $806,000 | +2.0% | 24,434 | -5.8% | 0.04% | -2.6% |
| Q4 2020 | $790,000 | +10.6% | 25,925 | 0.0% | 0.04% | -2.5% |
| Q3 2020 | $714,000 | -0.1% | 25,925 | 0.0% | 0.04% | -9.1% |
| Q2 2020 | $715,000 | -56.5% | 25,925 | -51.8% | 0.04% | -66.4% |
| Q4 2019 | $1,643,000 | -72.4% | 53,838 | -72.9% | 0.13% | -74.8% |
| Q3 2019 | $5,943,000 | -15.4% | 198,509 | -15.8% | 0.52% | -26.4% |
| Q2 2019 | $7,028,000 | +4.7% | 235,674 | +1.4% | 0.70% | -4.0% |
| Q1 2019 | $6,711,000 | +3.4% | 232,452 | -7.6% | 0.73% | +13.6% |
| Q4 2018 | $6,491,000 | -26.9% | 251,480 | -15.2% | 0.65% | -22.0% |
| Q3 2018 | $8,880,000 | +3.2% | 296,599 | +2.1% | 0.83% | -1.5% |
| Q2 2018 | $8,604,000 | +2.6% | 290,615 | -0.5% | 0.84% | +0.2% |
| Q1 2018 | $8,390,000 | +5.8% | 292,147 | +9.3% | 0.84% | +2.9% |
| Q4 2017 | $7,932,000 | +37.6% | 267,197 | +34.2% | 0.82% | +33.6% |
| Q3 2017 | $5,764,000 | +1.8% | 199,169 | -0.0% | 0.61% | -3.5% |
| Q2 2017 | $5,661,000 | +2094.2% | 199,195 | +1817.9% | 0.63% | +1938.7% |
| Q3 2016 | $258,000 | -94.2% | 10,386 | -94.4% | 0.03% | -95.2% |
| Q2 2016 | $4,457,000 | +26.8% | 185,863 | +26.2% | 0.64% | +16.7% |
| Q1 2016 | $3,516,000 | +46.1% | 147,296 | +55.5% | 0.55% | +36.6% |
| Q4 2015 | $2,407,000 | +38.9% | 94,754 | +34.4% | 0.40% | +24.3% |
| Q3 2015 | $1,733,000 | +114.7% | 70,516 | +138.5% | 0.32% | +101.9% |
| Q2 2015 | $807,000 | – | 29,563 | – | 0.16% | – |
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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% |