ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 160 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $18,119,989 | -4.8% | 601,993 | -2.0% | 0.28% | -0.7% |
Q2 2023 | $19,038,712 | +3.9% | 614,152 | -1.2% | 0.28% | -0.7% |
Q1 2023 | $18,323,945 | +11.1% | 621,783 | +1.8% | 0.28% | +6.0% |
Q4 2022 | $16,497,000 | -13.2% | 611,000 | -3.9% | 0.27% | -20.6% |
Q3 2022 | $19,007,000 | -6.1% | 635,912 | -0.0% | 0.34% | -1.2% |
Q2 2022 | $20,237,000 | -6.2% | 635,991 | +0.1% | 0.34% | +10.8% |
Q1 2022 | $21,573,000 | -3.4% | 635,632 | +0.6% | 0.31% | +3.4% |
Q4 2021 | $22,321,000 | +525.9% | 631,786 | +509.2% | 0.30% | +480.4% |
Q3 2021 | $3,566,000 | +2.5% | 103,705 | +3.3% | 0.05% | +2.0% |
Q2 2021 | $3,479,000 | +10.3% | 100,437 | +5.0% | 0.05% | +2.0% |
Q1 2021 | $3,153,000 | +10.8% | 95,638 | +2.4% | 0.05% | +2.1% |
Q4 2020 | $2,845,000 | +5.3% | 93,377 | -4.9% | 0.05% | -7.7% |
Q3 2020 | $2,703,000 | -5.3% | 98,137 | -5.1% | 0.05% | -11.9% |
Q2 2020 | $2,853,000 | +185.0% | 103,372 | +193.4% | 0.06% | +110.7% |
Q2 2017 | $1,001,000 | – | 35,231 | – | 0.03% | – |
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% |