ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 226 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $19,000 | -5.0% | 638 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $20,000 | -9.1% | 638 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $22,000 | -45.0% | 638 | -43.9% | 0.00% | -50.0% |
| Q4 2021 | $40,000 | +2.6% | 1,138 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $39,000 | -64.9% | 1,138 | -65.3% | 0.01% | -28.6% |
| Q2 2021 | $111,000 | +105.6% | 3,276 | +100.0% | 0.01% | 0.0% |
| Q1 2021 | $54,000 | – | 1,638 | – | 0.01% | – |
| Q2 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2020 | $20,000 | -20.0% | 823 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $25,000 | 0.0% | 823 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $25,000 | -13.8% | 823 | -16.3% | 0.00% | -20.0% |
| Q2 2019 | $29,000 | – | 983 | – | 0.01% | – |
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% |