ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 197 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $15 | -99.9% | 559 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $17,000 | -99.6% | 559 | -99.5% | 0.00% | -99.6% |
| Q2 2022 | $3,936,000 | -10.6% | 123,697 | -4.6% | 0.96% | 0.0% |
| Q1 2022 | $4,403,000 | -5.6% | 129,720 | -1.7% | 0.96% | -3.3% |
| Q4 2021 | $4,663,000 | +22104.8% | 131,974 | +18306.4% | 0.99% | +12250.0% |
| Q3 2019 | $21,000 | -99.6% | 717 | -99.6% | 0.01% | -99.6% |
| Q2 2019 | $5,208,000 | +40.3% | 174,643 | +15.6% | 1.93% | -23.2% |
| Q3 2015 | $3,713,000 | -12.2% | 151,062 | -2.5% | 2.51% | +26.9% |
| Q2 2015 | $4,230,000 | -1.6% | 154,889 | +0.5% | 1.98% | -1.7% |
| Q1 2015 | $4,298,000 | +6.8% | 154,168 | -3.6% | 2.01% | -9.4% |
| Q4 2014 | $4,025,000 | – | 159,925 | – | 2.22% | – |
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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% |