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 | $208,450 | -4.3% | 7,188 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $217,722 | +2.1% | 7,188 | +1.9% | 0.01% | -8.3% |
| Q1 2023 | $213,156 | +2.9% | 7,056 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $207,229 | +3.1% | 7,056 | +26.7% | 0.01% | -7.1% |
| Q3 2021 | $201,000 | +34.0% | 5,567 | +1.4% | 0.01% | -36.4% |
| Q3 2018 | $150,000 | -8.0% | 5,490 | 0.0% | 0.02% | -12.0% |
| Q2 2018 | $163,000 | +3.2% | 5,490 | 0.0% | 0.02% | -7.4% |
| Q1 2018 | $158,000 | -3.1% | 5,490 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $163,000 | +2.5% | 5,490 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $159,000 | +5.3% | 5,490 | 0.0% | 0.03% | -37.2% |
| Q1 2017 | $151,000 | – | 5,490 | – | 0.04% | – |
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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% |