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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $190,000 | -3.6% | 5,590 | 0.0% | 0.04% | +14.7% |
| Q4 2021 | $197,000 | +2.6% | 5,590 | 0.0% | 0.03% | -2.9% |
| Q3 2021 | $192,000 | -1.0% | 5,590 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $194,000 | +5.4% | 5,590 | 0.0% | 0.04% | -2.8% |
| Q1 2021 | $184,000 | +8.2% | 5,590 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $170,000 | +10.4% | 5,590 | 0.0% | 0.04% | -2.7% |
| Q3 2020 | $154,000 | 0.0% | 5,590 | 0.0% | 0.04% | -7.5% |
| Q2 2020 | $154,000 | +14.1% | 5,590 | 0.0% | 0.04% | -9.1% |
| Q1 2020 | $135,000 | -21.1% | 5,590 | 0.0% | 0.04% | -6.4% |
| Q4 2019 | $171,000 | +2.4% | 5,590 | 0.0% | 0.05% | -7.8% |
| Q3 2019 | $167,000 | 0.0% | 5,590 | 0.0% | 0.05% | -1.9% |
| Q2 2019 | $167,000 | +3.7% | 5,590 | 0.0% | 0.05% | -11.9% |
| Q1 2019 | $161,000 | +11.8% | 5,590 | 0.0% | 0.06% | -1.7% |
| Q4 2018 | $144,000 | -13.8% | 5,590 | 0.0% | 0.06% | 0.0% |
| Q3 2018 | $167,000 | +1.2% | 5,590 | 0.0% | 0.06% | -6.2% |
| Q2 2018 | $165,000 | +2.5% | 5,590 | 0.0% | 0.06% | +3.2% |
| Q1 2018 | $161,000 | – | 5,590 | – | 0.06% | – |
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% |