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%.
| 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% |
| FIRST INTERSTATE BANK | 1,375,056 | $41,389,186 | 3.57% |
| WESCAP Management Group, Inc. | 304,918 | $9,178,032 | 3.27% |
| Jordan Park Group LLC | 1,323,634 | $39,841,383 | 2.86% |
| VERITY Wealth Advisors | 89,137 | $2,683,026 | 2.52% |
| Cypress Capital, LLC | 250,334 | $7,535,053 | 2.31% |
| WT Wealth Management | 138,708 | $4,175,124 | 1.79% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9,042,762 | $272,187,127 | 1.78% |
| Exchange Capital Management, Inc. | 273,206 | $8,223,490 | 1.55% |
| PCA Investment Advisory Services Inc. | 66,752 | $2,009,238 | 1.43% |
| LWM Advisory Services, LLC | 43,962 | $1,323,248 | 1.42% |
External links
This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.