ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 176 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26 | 0.0% | 848 | 0.0% | 0.00% | – |
| Q2 2023 | $26 | +4.0% | 848 | 0.0% | 0.00% | – |
| Q1 2023 | $25 | +8.7% | 848 | 0.0% | 0.00% | – |
| Q4 2022 | $23 | -99.9% | 848 | 0.0% | 0.00% | – |
| Q3 2022 | $25,000 | -7.4% | 848 | 0.0% | 0.00% | – |
| Q2 2022 | $27,000 | -50.0% | 848 | -46.3% | 0.00% | – |
| Q1 2022 | $54,000 | -3.6% | 1,578 | 0.0% | 0.00% | – |
| Q4 2021 | $56,000 | +3.7% | 1,578 | 0.0% | 0.00% | – |
| Q3 2021 | $54,000 | +86.2% | 1,578 | +86.1% | 0.00% | – |
| Q2 2021 | $29,000 | +3.6% | 848 | 0.0% | 0.00% | – |
| Q1 2021 | $28,000 | +7.7% | 848 | 0.0% | 0.00% | – |
| Q4 2020 | $26,000 | +13.0% | 848 | 0.0% | 0.00% | – |
| Q3 2020 | $23,000 | 0.0% | 848 | 0.0% | 0.00% | – |
| Q2 2020 | $23,000 | +9.5% | 848 | 0.0% | 0.00% | – |
| Q1 2020 | $21,000 | -19.2% | 848 | 0.0% | 0.00% | – |
| Q4 2019 | $26,000 | +8.3% | 848 | -7.6% | 0.00% | – |
| Q4 2016 | $24,000 | -91.1% | 918 | -91.8% | 0.00% | -100.0% |
| Q2 2016 | $270,000 | +264.9% | 11,250 | +260.6% | 0.00% | – |
| Q1 2016 | $74,000 | -6.3% | 3,120 | 0.0% | 0.00% | – |
| Q4 2015 | $79,000 | – | 3,120 | – | 0.00% | – |
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% |