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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $235,000 | +10.3% | 7,133 | +2.8% | 0.00% | – |
| Q4 2020 | $213,000 | -2.7% | 6,941 | -3.4% | 0.00% | -100.0% |
| Q4 2019 | $219,000 | -9.9% | 7,183 | -11.4% | 0.00% | 0.0% |
| Q3 2019 | $243,000 | -7.3% | 8,105 | -7.8% | 0.00% | 0.0% |
| Q2 2019 | $262,000 | -9.0% | 8,786 | -12.0% | 0.00% | 0.0% |
| Q1 2019 | $288,000 | -0.3% | 9,981 | -10.9% | 0.00% | 0.0% |
| Q4 2018 | $289,000 | -99.2% | 11,197 | -99.2% | 0.00% | -99.5% |
| Q4 2015 | $35,862,000 | +3.3% | 1,411,901 | 0.0% | 0.18% | -2.1% |
| Q3 2015 | $34,704,000 | -10.0% | 1,411,901 | 0.0% | 0.19% | -2.1% |
| Q2 2015 | $38,559,000 | +21.1% | 1,411,901 | +21.6% | 0.19% | +34.3% |
| Q1 2015 | $31,841,000 | – | 1,161,275 | – | 0.14% | – |
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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% |