ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 168 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $657 | +66.3% | 21,220 | +58.0% | 0.01% | +20.0% |
| Q1 2023 | $395 | -99.9% | 13,433 | -21.4% | 0.01% | -16.7% |
| Q2 2022 | $544,000 | +19.3% | 17,098 | +14.0% | 0.01% | -33.3% |
| Q4 2020 | $456,000 | -5.0% | 14,994 | -7.0% | 0.01% | -70.0% |
| Q2 2019 | $480,000 | +88.2% | 16,116 | +82.6% | 0.03% | -90.5% |
| Q3 2017 | $255,000 | -41.0% | 8,826 | -51.1% | 0.32% | +20.6% |
| Q2 2016 | $432,000 | – | 18,052 | – | 0.26% | – |
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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% |