ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 448 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,001,406 | -32.0% | 56,633 | -32.9% | 0.03% | -37.7% |
| Q1 2024 | $2,945,138 | +197.8% | 84,436 | +155.6% | 0.05% | -29.3% |
| Q3 2018 | $989,000 | -96.1% | 33,028 | -96.2% | 0.08% | -96.6% |
| Q2 2018 | $25,562,000 | +9.6% | 863,439 | +6.3% | 2.23% | +5.2% |
| Q1 2018 | $23,322,000 | -11.5% | 812,056 | -8.6% | 2.12% | -10.6% |
| Q4 2017 | $26,363,000 | +28.4% | 888,098 | +25.2% | 2.37% | +27.4% |
| Q3 2017 | $20,533,000 | -21.9% | 709,509 | -23.3% | 1.86% | -25.8% |
| Q2 2017 | $26,278,000 | +98.0% | 924,645 | +91.8% | 2.50% | +86.7% |
| Q1 2017 | $13,270,000 | +48.3% | 482,208 | +40.7% | 1.34% | +36.5% |
| Q4 2016 | $8,950,000 | +36.8% | 342,642 | +29.9% | 0.98% | +36.3% |
| Q3 2016 | $6,544,000 | +90.0% | 263,754 | +83.6% | 0.72% | +60.2% |
| Q2 2016 | $3,444,000 | +115.1% | 143,633 | +114.1% | 0.45% | +86.7% |
| Q1 2016 | $1,601,000 | – | 67,089 | – | 0.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LVW Advisors, LLC | 1,478,051 | $52,552,102 | 7.68% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 542,708 | $19,295,986 | 7.51% |
| Blankinship & Foster, LLC | 800,962 | $28,478,190 | 7.34% |
| Schoolcraft Capital LLC | 863,409 | $30,698,496 | 6.59% |
| FIRST INTERSTATE BANK | 2,460,127 | $87,469,822 | 5.81% |
| Verde Capital Management | 500,246 | $17,786,254 | 5.65% |
| Crumly & Associates Inc. | 521,297 | $18,534,717 | 5.34% |
| Avid Wealth Partners LLC | 189,533 | $6,738,846 | 5.24% |
| Quotient Wealth Partners, LLC | 4,082,428 | $145,150,726 | 5.08% |
| Wealthgate Family Office, LLC | 56,290 | $2,001,395 | 4.92% |