ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 225 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $410 | -3.1% | 13,637 | 0.0% | 0.06% | 0.0% |
Q2 2023 | $423 | +5.2% | 13,637 | 0.0% | 0.06% | -4.5% |
Q1 2023 | $402 | +9.2% | 13,637 | 0.0% | 0.07% | +3.1% |
Q4 2022 | $368 | -99.9% | 13,637 | 0.0% | 0.06% | -19.0% |
Q3 2022 | $408,000 | -6.0% | 13,637 | 0.0% | 0.08% | -2.5% |
Q2 2022 | $434,000 | -6.3% | 13,637 | 0.0% | 0.08% | +5.2% |
Q1 2022 | $463,000 | -3.9% | 13,637 | 0.0% | 0.08% | -1.3% |
Q4 2021 | $482,000 | +2.8% | 13,637 | 0.0% | 0.08% | -7.1% |
Q3 2021 | $469,000 | -0.6% | 13,637 | 0.0% | 0.08% | -1.2% |
Q2 2021 | $472,000 | +34.1% | 13,637 | +48.7% | 0.08% | +30.8% |
Q1 2021 | $352,000 | -15.4% | 9,171 | -32.7% | 0.06% | -29.3% |
Q4 2020 | $416,000 | +77.0% | 13,637 | +60.1% | 0.09% | +55.9% |
Q3 2020 | $235,000 | -37.5% | 8,519 | -37.5% | 0.06% | -40.4% |
Q2 2020 | $376,000 | +13.9% | 13,637 | 0.0% | 0.10% | -3.9% |
Q1 2020 | $330,000 | -20.7% | 13,637 | 0.0% | 0.10% | -2.8% |
Q4 2019 | $416,000 | +2.0% | 13,637 | 0.0% | 0.11% | -6.2% |
Q3 2019 | $408,000 | +0.2% | 13,637 | 0.0% | 0.11% | -1.7% |
Q2 2019 | $407,000 | -8.3% | 13,637 | -11.3% | 0.12% | -4.2% |
Q1 2019 | $444,000 | +11.8% | 15,367 | 0.0% | 0.12% | +2.6% |
Q4 2018 | $397,000 | -13.7% | 15,367 | 0.0% | 0.12% | -10.0% |
Q3 2018 | $460,000 | +1.1% | 15,367 | 0.0% | 0.13% | -8.5% |
Q2 2018 | $455,000 | +3.2% | 15,367 | 0.0% | 0.14% | -0.7% |
Q1 2018 | $441,000 | -3.3% | 15,367 | 0.0% | 0.14% | -4.7% |
Q4 2017 | $456,000 | -26.9% | 15,367 | -28.8% | 0.15% | -31.5% |
Q3 2017 | $624,000 | +1.8% | 21,568 | 0.0% | 0.22% | -2.7% |
Q2 2017 | $613,000 | +3.2% | 21,568 | 0.0% | 0.22% | -1.7% |
Q1 2017 | $594,000 | +31.1% | 21,568 | +24.3% | 0.23% | +22.5% |
Q4 2016 | $453,000 | -50.1% | 17,350 | -52.6% | 0.19% | -53.1% |
Q3 2016 | $908,000 | -0.7% | 36,617 | -3.9% | 0.40% | -7.0% |
Q2 2016 | $914,000 | +0.4% | 38,117 | 0.0% | 0.43% | -5.3% |
Q1 2016 | $910,000 | -6.0% | 38,117 | 0.0% | 0.45% | -10.1% |
Q4 2015 | $968,000 | +79.6% | 38,117 | +73.7% | 0.50% | +69.7% |
Q3 2015 | $539,000 | -15.9% | 21,938 | -6.5% | 0.30% | -10.5% |
Q2 2015 | $641,000 | +277.1% | 23,462 | +285.8% | 0.33% | +277.3% |
Q1 2015 | $170,000 | – | 6,081 | – | 0.09% | – |
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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% |