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 | $1,716,894 | -1.1% | 57,040 | +1.9% | 0.35% | +6.0% |
Q2 2023 | $1,735,729 | +5.2% | 55,991 | 0.0% | 0.33% | +3.4% |
Q1 2023 | $1,650,062 | +9.6% | 55,991 | +0.4% | 0.32% | +5.6% |
Q4 2022 | $1,505,548 | +9.4% | 55,761 | +21.1% | 0.31% | -0.3% |
Q3 2022 | $1,376,000 | -3.8% | 46,052 | +2.5% | 0.31% | +5.5% |
Q2 2022 | $1,430,000 | -6.2% | 44,925 | 0.0% | 0.29% | +12.8% |
Q1 2022 | $1,525,000 | -3.9% | 44,925 | 0.0% | 0.26% | -4.4% |
Q4 2021 | $1,587,000 | +4.5% | 44,925 | +1.7% | 0.27% | +3.1% |
Q3 2021 | $1,519,000 | +0.7% | 44,174 | +1.4% | 0.26% | -2.2% |
Q2 2021 | $1,509,000 | +5.1% | 43,566 | 0.0% | 0.27% | -2.9% |
Q1 2021 | $1,436,000 | +9.1% | 43,566 | +0.9% | 0.28% | +4.5% |
Q4 2020 | $1,316,000 | +10.6% | 43,198 | 0.0% | 0.26% | +0.8% |
Q3 2020 | $1,190,000 | +1.2% | 43,198 | +1.4% | 0.26% | -7.7% |
Q2 2020 | $1,176,000 | +14.0% | 42,613 | 0.0% | 0.28% | +3.3% |
Q1 2020 | $1,032,000 | -19.8% | 42,613 | +1.1% | 0.28% | -5.5% |
Q4 2019 | $1,286,000 | -3.5% | 42,131 | -5.4% | 0.29% | -11.8% |
Q3 2019 | $1,333,000 | -3.7% | 44,537 | -4.1% | 0.33% | -13.8% |
Q2 2019 | $1,384,000 | -0.4% | 46,424 | -3.5% | 0.38% | +3.5% |
Q1 2019 | $1,389,000 | +11.2% | 48,113 | -0.6% | 0.37% | -12.3% |
Q4 2018 | $1,249,000 | -12.9% | 48,391 | +1.1% | 0.42% | +4.7% |
Q3 2018 | $1,434,000 | +7.3% | 47,880 | +6.1% | 0.40% | -5.0% |
Q2 2018 | $1,337,000 | -6.4% | 45,145 | -9.2% | 0.42% | -4.3% |
Q1 2018 | $1,428,000 | -2.3% | 49,717 | +1.0% | 0.44% | +3.7% |
Q4 2017 | $1,461,000 | +2.6% | 49,216 | 0.0% | 0.43% | -24.4% |
Q3 2017 | $1,424,000 | -48.3% | 49,216 | -49.6% | 0.56% | -41.7% |
Q2 2017 | $2,754,000 | +3.3% | 97,668 | +0.8% | 0.97% | +1.5% |
Q1 2017 | $2,666,000 | +112.6% | 96,906 | +101.9% | 0.96% | +118.0% |
Q4 2016 | $1,254,000 | +5.6% | 47,992 | +0.3% | 0.44% | +12.6% |
Q3 2016 | $1,187,000 | – | 47,845 | – | 0.39% | – |
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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% |