ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 210 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $143,487 | -2.9% | 4,767 | 0.0% | 0.02% | -4.5% |
Q2 2023 | $147,777 | +5.2% | 4,767 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $140,483 | +9.1% | 4,767 | 0.0% | 0.02% | -4.3% |
Q4 2022 | $128,709 | -9.4% | 4,767 | 0.0% | 0.02% | -17.9% |
Q3 2022 | $142,000 | -6.6% | 4,767 | 0.0% | 0.03% | -6.7% |
Q2 2022 | $152,000 | -6.2% | 4,767 | 0.0% | 0.03% | 0.0% |
Q1 2022 | $162,000 | -3.6% | 4,767 | 0.0% | 0.03% | -3.2% |
Q4 2021 | $168,000 | +2.4% | 4,767 | 0.0% | 0.03% | -6.1% |
Q3 2021 | $164,000 | -0.6% | 4,767 | 0.0% | 0.03% | -2.9% |
Q2 2021 | $165,000 | +5.1% | 4,767 | 0.0% | 0.03% | 0.0% |
Q1 2021 | $157,000 | +8.3% | 4,767 | 0.0% | 0.03% | +3.0% |
Q4 2020 | $145,000 | +10.7% | 4,767 | 0.0% | 0.03% | +3.1% |
Q3 2020 | $131,000 | -0.8% | 4,767 | 0.0% | 0.03% | -5.9% |
Q2 2020 | $132,000 | +14.8% | 4,767 | 0.0% | 0.03% | +3.0% |
Q1 2020 | $115,000 | -20.7% | 4,767 | 0.0% | 0.03% | -2.9% |
Q4 2019 | $145,000 | +1.4% | 4,767 | 0.0% | 0.03% | -8.1% |
Q3 2019 | $143,000 | +0.7% | 4,767 | 0.0% | 0.04% | +2.8% |
Q2 2019 | $142,000 | +2.9% | 4,767 | 0.0% | 0.04% | 0.0% |
Q1 2019 | $138,000 | +12.2% | 4,767 | 0.0% | 0.04% | +9.1% |
Q4 2018 | $123,000 | -14.0% | 4,767 | 0.0% | 0.03% | -13.2% |
Q3 2018 | $143,000 | +1.4% | 4,767 | 0.0% | 0.04% | -2.6% |
Q2 2018 | $141,000 | +2.9% | 4,767 | 0.0% | 0.04% | +2.6% |
Q1 2018 | $137,000 | -3.5% | 4,767 | 0.0% | 0.04% | -7.3% |
Q4 2017 | $142,000 | +2.9% | 4,767 | 0.0% | 0.04% | -2.4% |
Q3 2017 | $138,000 | +2.2% | 4,767 | 0.0% | 0.04% | -4.5% |
Q2 2017 | $135,000 | +3.1% | 4,767 | 0.0% | 0.04% | +2.3% |
Q1 2017 | $131,000 | +4.8% | 4,767 | 0.0% | 0.04% | 0.0% |
Q4 2016 | $125,000 | – | 4,767 | – | 0.04% | – |
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% |