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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,347,000 | -3.6% | 44,753 | -0.7% | 0.08% | +9.0% |
| Q2 2023 | $1,397,000 | +173872.6% | 45,054 | +65.4% | 0.08% | +25.8% |
| Q1 2023 | $803 | -98.3% | 27,235 | +1890.9% | 0.06% | +3000.0% |
| Q1 2021 | $46,000 | – | 1,368 | +12336.4% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 11 | -71.1% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -98.6% | 38 | -98.7% | 0.00% | -100.0% |
| Q1 2020 | $69,000 | -83.4% | 2,860 | -79.0% | 0.01% | -84.4% |
| Q4 2019 | $415,000 | -0.2% | 13,608 | -2.0% | 0.03% | -5.9% |
| Q3 2019 | $416,000 | -0.5% | 13,892 | -3.9% | 0.03% | -27.7% |
| Q1 2019 | $418,000 | +10.9% | 14,463 | -0.9% | 0.05% | -11.3% |
| Q4 2018 | $377,000 | +47.8% | 14,597 | +68.3% | 0.05% | -1.9% |
| Q2 2018 | $255,000 | -1.9% | 8,671 | +0.1% | 0.05% | -16.9% |
| Q1 2018 | $260,000 | -75.1% | 8,664 | -74.6% | 0.06% | -74.5% |
| Q4 2017 | $1,043,000 | +7.4% | 34,145 | +5.3% | 0.26% | +0.8% |
| Q3 2017 | $971,000 | +5.3% | 32,420 | -0.1% | 0.25% | -3.4% |
| Q2 2017 | $922,000 | +178.5% | 32,453 | +180.8% | 0.26% | +167.3% |
| Q1 2017 | $331,000 | – | 11,556 | – | 0.10% | – |
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% |