ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,819 | +2512.8% | 592 | +2590.9% | 0.00% | – |
| Q2 2023 | $682 | – | 22 | +175.0% | 0.00% | – |
| Q4 2022 | $0 | -100.0% | 8 | -95.1% | 0.00% | – |
| Q3 2022 | $5,000 | -28.6% | 164 | -18.0% | 0.00% | – |
| Q1 2022 | $7,000 | -58.8% | 200 | -60.0% | 0.00% | – |
| Q3 2021 | $17,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q2 2021 | $17,000 | -77.0% | 500 | -81.3% | 0.00% | -100.0% |
| Q3 2020 | $74,000 | +469.2% | 2,677 | +475.7% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | -80.3% | 465 | -78.5% | 0.00% | -80.0% |
| Q4 2019 | $66,000 | -4.3% | 2,158 | -5.7% | 0.01% | 0.0% |
| Q3 2019 | $69,000 | +1625.0% | 2,289 | +1478.6% | 0.01% | – |
| Q2 2019 | $4,000 | -97.3% | 145 | -97.1% | 0.00% | -100.0% |
| Q1 2019 | $146,000 | +461.5% | 5,059 | +405.9% | 0.01% | +350.0% |
| Q4 2018 | $26,000 | -68.7% | 1,000 | -64.3% | 0.00% | -60.0% |
| Q2 2018 | $83,000 | 0.0% | 2,800 | -3.0% | 0.01% | -28.6% |
| Q1 2018 | $83,000 | -17.8% | 2,886 | -17.5% | 0.01% | -12.5% |
| Q3 2017 | $101,000 | +3266.7% | 3,500 | +3400.0% | 0.01% | – |
| Q1 2017 | $3,000 | -75.0% | 100 | -80.0% | 0.00% | -100.0% |
| Q3 2016 | $12,000 | -94.7% | 500 | -94.8% | 0.00% | -97.1% |
| Q1 2016 | $228,000 | – | 9,559 | – | 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% |