ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 165 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $127,000 | +5.0% | 3,660 | 0.0% | 0.00% | – |
| Q1 2021 | $121,000 | +8.0% | 3,660 | 0.0% | 0.00% | – |
| Q4 2020 | $112,000 | +10.9% | 3,660 | 0.0% | 0.00% | – |
| Q3 2020 | $101,000 | -73.2% | 3,660 | -73.2% | 0.00% | – |
| Q2 2020 | $377,000 | -31.9% | 13,660 | -40.3% | 0.00% | – |
| Q1 2020 | $554,000 | +80.5% | 22,899 | +127.1% | 0.00% | – |
| Q4 2019 | $307,000 | +2.7% | 10,085 | +0.8% | 0.00% | – |
| Q3 2019 | $299,000 | +0.3% | 10,000 | 0.0% | 0.00% | – |
| Q2 2019 | $298,000 | -22.0% | 10,000 | -24.7% | 0.00% | – |
| Q1 2019 | $382,000 | -25.1% | 13,275 | -32.9% | 0.00% | – |
| Q4 2018 | $510,000 | +70.6% | 19,771 | +97.7% | 0.00% | – |
| Q3 2018 | $299,000 | +1.0% | 10,000 | 0.0% | 0.00% | – |
| Q2 2018 | $296,000 | +3.1% | 10,000 | 0.0% | 0.00% | – |
| Q1 2018 | $287,000 | +617.5% | 10,000 | +525.0% | 0.00% | – |
| Q4 2014 | $40,000 | 0.0% | 1,600 | 0.0% | 0.00% | – |
| Q3 2014 | $40,000 | -39.4% | 1,600 | -38.5% | 0.00% | – |
| Q2 2014 | $66,000 | +3.1% | 2,600 | 0.0% | 0.00% | – |
| Q1 2014 | $64,000 | – | 2,600 | – | 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% |