ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 213 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $234,050 | +5.2% | 7,550 | 0.0% | 0.00% | +33.3% |
| Q1 2023 | $222,499 | +9.1% | 7,550 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $203,850 | -9.8% | 7,550 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $226,000 | -2.6% | 7,550 | +3.4% | 0.00% | -25.0% |
| Q2 2022 | $232,000 | +35.7% | 7,305 | +44.5% | 0.00% | +100.0% |
| Q1 2022 | $171,000 | +1.2% | 5,055 | +5.1% | 0.00% | -33.3% |
| Q4 2021 | $169,000 | +2.4% | 4,810 | 0.0% | 0.00% | +50.0% |
| Q3 2021 | $165,000 | -0.6% | 4,810 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $166,000 | +5.1% | 4,810 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $158,000 | +8.2% | 4,810 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $146,000 | +10.6% | 4,810 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $132,000 | 0.0% | 4,810 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $132,000 | +13.8% | 4,810 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $116,000 | – | 4,810 | – | 0.00% | – |
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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% |