ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 225 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $897,000 | -10.4% | 29,007 | -9.6% | 0.28% | +10.7% |
| Q3 2019 | $1,001,000 | -2.7% | 32,098 | -7.0% | 0.25% | +4.1% |
| Q2 2019 | $1,029,000 | +9.6% | 34,518 | +6.1% | 0.24% | +18.0% |
| Q1 2019 | $939,000 | +10.3% | 32,525 | -1.4% | 0.21% | -5.9% |
| Q4 2018 | $851,000 | -15.3% | 32,984 | -1.7% | 0.22% | -5.2% |
| Q3 2018 | $1,005,000 | -4.0% | 33,568 | -5.1% | 0.23% | -9.4% |
| Q2 2018 | $1,047,000 | -1.9% | 35,367 | -4.8% | 0.26% | -0.4% |
| Q1 2018 | $1,067,000 | -4.5% | 37,159 | -1.3% | 0.26% | -9.9% |
| Q4 2017 | $1,117,000 | +1.7% | 37,645 | -0.8% | 0.28% | 0.0% |
| Q3 2017 | $1,098,000 | -17.8% | 37,957 | -19.2% | 0.28% | -20.2% |
| Q2 2017 | $1,335,000 | +60.1% | 46,976 | +55.1% | 0.36% | +47.7% |
| Q1 2017 | $834,000 | +10.5% | 30,291 | +4.9% | 0.24% | +6.2% |
| Q4 2016 | $755,000 | +0.4% | 28,887 | -4.7% | 0.23% | +1.3% |
| Q3 2016 | $752,000 | -0.9% | 30,309 | -4.2% | 0.22% | -5.9% |
| Q2 2016 | $759,000 | +0.8% | 31,639 | +0.3% | 0.24% | -9.2% |
| Q1 2016 | $753,000 | -18.6% | 31,534 | -13.4% | 0.26% | -24.9% |
| Q4 2015 | $925,000 | -0.2% | 36,421 | -3.5% | 0.35% | -4.4% |
| Q3 2015 | $927,000 | -6.7% | 37,725 | +3.6% | 0.36% | -4.2% |
| Q2 2015 | $994,000 | +5.4% | 36,403 | +7.7% | 0.38% | +3.5% |
| Q1 2015 | $943,000 | – | 33,808 | – | 0.37% | – |
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% |