ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 213 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $310,000 | +9.9% | 10,382 | +17.0% | 0.02% | +13.3% |
| Q2 2022 | $282,000 | +41.0% | 8,874 | +22.0% | 0.02% | -44.4% |
| Q1 2017 | $200,000 | -8.7% | 7,272 | -13.2% | 0.03% | -15.6% |
| Q4 2016 | $219,000 | -16.4% | 8,375 | -20.8% | 0.03% | -17.9% |
| Q3 2016 | $262,000 | -26.8% | 10,570 | -29.1% | 0.04% | -33.9% |
| Q2 2016 | $358,000 | -18.6% | 14,910 | -19.1% | 0.06% | -22.4% |
| Q1 2016 | $440,000 | -16.3% | 18,429 | -11.0% | 0.08% | -20.0% |
| Q4 2015 | $526,000 | +15.1% | 20,709 | +11.4% | 0.10% | +3.3% |
| Q3 2015 | $457,000 | +6.3% | 18,597 | +18.1% | 0.09% | +16.5% |
| Q2 2015 | $430,000 | – | 15,750 | – | 0.08% | – |
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% |