ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 227 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,839 | +4083.9% | 1,390 | +2680.0% | 0.00% | – |
| Q1 2022 | $1,000 | -97.0% | 50 | -94.7% | 0.00% | -100.0% |
| Q4 2021 | $33,000 | +6.5% | 939 | +1.5% | 0.00% | 0.0% |
| Q3 2021 | $31,000 | -3.1% | 925 | -1.5% | 0.00% | 0.0% |
| Q2 2021 | $32,000 | +3.2% | 939 | -1.2% | 0.00% | 0.0% |
| Q1 2021 | $31,000 | +3.3% | 950 | -4.2% | 0.00% | -25.0% |
| Q4 2020 | $30,000 | +15.4% | 992 | +3.7% | 0.00% | 0.0% |
| Q3 2020 | $26,000 | -3.7% | 957 | -5.6% | 0.00% | 0.0% |
| Q2 2020 | $27,000 | -35.7% | 1,014 | -41.8% | 0.00% | -50.0% |
| Q1 2020 | $42,000 | -41.7% | 1,742 | -26.4% | 0.01% | -33.3% |
| Q4 2019 | $72,000 | +5.9% | 2,366 | +3.2% | 0.01% | 0.0% |
| Q3 2019 | $68,000 | +1.5% | 2,292 | +2.0% | 0.01% | 0.0% |
| Q2 2019 | $67,000 | 0.0% | 2,248 | -3.2% | 0.01% | -14.3% |
| Q1 2019 | $67,000 | -71.8% | 2,322 | -76.7% | 0.01% | -73.1% |
| Q2 2016 | $238,000 | +100.0% | 9,950 | +100.0% | 0.05% | -1.9% |
| Q1 2016 | $119,000 | – | 4,975 | – | 0.05% | – |
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% |