ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 201 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $583,353 | -2.4% | 19,380 | +0.5% | 0.09% | +4.7% |
| Q2 2023 | $597,835 | +5.2% | 19,285 | 0.0% | 0.09% | -1.1% |
| Q1 2023 | $568,329 | +9.1% | 19,285 | 0.0% | 0.09% | -2.2% |
| Q4 2022 | $520,695 | +22.8% | 19,285 | +36.0% | 0.09% | +15.6% |
| Q3 2022 | $424,000 | -6.0% | 14,185 | 0.0% | 0.08% | -2.5% |
| Q2 2022 | $451,000 | -10.0% | 14,185 | 0.0% | 0.08% | +25.4% |
| Q1 2022 | $501,000 | 0.0% | 14,185 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $501,000 | +2.7% | 14,185 | 0.0% | 0.06% | -4.5% |
| Q3 2021 | $488,000 | -0.6% | 14,185 | 0.0% | 0.07% | -1.5% |
| Q2 2021 | $491,000 | +4.9% | 14,185 | 0.0% | 0.07% | -6.9% |
| Q1 2021 | $468,000 | +8.3% | 14,185 | 0.0% | 0.07% | +7.5% |
| Q4 2020 | $432,000 | +10.5% | 14,185 | 0.0% | 0.07% | -6.9% |
| Q3 2020 | $391,000 | 0.0% | 14,185 | 0.0% | 0.07% | -12.2% |
| Q2 2020 | $391,000 | +14.0% | 14,185 | 0.0% | 0.08% | -30.5% |
| Q1 2020 | $343,000 | -20.8% | 14,185 | 0.0% | 0.12% | -4.1% |
| Q4 2019 | $433,000 | +1.9% | 14,185 | 0.0% | 0.12% | -6.1% |
| Q3 2019 | $425,000 | +0.5% | 14,185 | 0.0% | 0.13% | -3.0% |
| Q2 2019 | $423,000 | – | 14,185 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Blankinship & Foster, LLC | 589,743 | $17,627,000 | 8.56% |
| Schoolcraft Capital LLC | 772,391 | $23,086,779 | 7.83% |
| Jordan Park Group LLC | 2,637,935 | $78,848,000 | 6.11% |
| DB Wealth Management Group, LLC | 218,966 | $6,545,000 | 4.67% |
| Wealthgate Family Office, LLC | 56,290 | $1,683,000 | 4.48% |
| Verde Capital Management | 277,253 | $8,287,000 | 4.03% |
| Avestar Capital, LLC | 507,381 | $15,166,000 | 3.86% |
| RiverFront Investment Group, LLC | 3,059,046 | $96,349,000 | 3.61% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1,994,685 | $59,621,000 | 3.53% |
| WESCAP Management Group, Inc. | 296,511 | $8,862,000 | 3.39% |