ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 168 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $297,988 | -13.0% | 9,900 | -10.4% | 0.00% | 0.0% |
Q2 2023 | $342,457 | -70.0% | 11,047 | -71.5% | 0.00% | -70.0% |
Q1 2023 | $1,142,611 | +315.0% | 38,772 | +280.2% | 0.01% | +233.3% |
Q4 2022 | $275,319 | -20.2% | 10,197 | -11.7% | 0.00% | -57.1% |
Q3 2022 | $345,000 | -14.8% | 11,550 | -9.2% | 0.01% | +16.7% |
Q2 2022 | $405,000 | +10.7% | 12,715 | +17.9% | 0.01% | +20.0% |
Q1 2022 | $366,000 | -8.7% | 10,787 | -5.0% | 0.01% | -16.7% |
Q4 2021 | $401,000 | +5.8% | 11,352 | +3.1% | 0.01% | 0.0% |
Q3 2021 | $379,000 | -1.8% | 11,013 | -1.3% | 0.01% | 0.0% |
Q2 2021 | $386,000 | +5.5% | 11,153 | +0.5% | 0.01% | -14.3% |
Q1 2021 | $366,000 | +16.6% | 11,094 | +7.8% | 0.01% | +16.7% |
Q4 2020 | $314,000 | +11.3% | 10,294 | +0.4% | 0.01% | -73.9% |
Q3 2020 | $282,000 | -7.8% | 10,254 | -7.4% | 0.02% | -17.9% |
Q2 2020 | $306,000 | +14.2% | 11,079 | +0.0% | 0.03% | -15.2% |
Q1 2020 | $268,000 | -26.2% | 11,078 | -7.8% | 0.03% | -8.3% |
Q4 2019 | $363,000 | +3.7% | 12,015 | +2.7% | 0.04% | -16.3% |
Q3 2019 | $350,000 | +2.3% | 11,697 | +2.1% | 0.04% | -2.3% |
Q2 2019 | $342,000 | -6.6% | 11,454 | -9.5% | 0.04% | -15.4% |
Q1 2019 | $366,000 | -31.3% | 12,654 | -39.1% | 0.05% | -40.2% |
Q4 2018 | $533,000 | -12.0% | 20,762 | +2.7% | 0.09% | 0.0% |
Q3 2018 | $606,000 | +5.2% | 20,221 | +4.5% | 0.09% | -13.9% |
Q2 2018 | $576,000 | -19.4% | 19,356 | -22.1% | 0.10% | -24.6% |
Q1 2018 | $715,000 | +12.2% | 24,855 | +16.2% | 0.13% | +14.5% |
Q4 2017 | $637,000 | +14.8% | 21,398 | +11.4% | 0.12% | -4.9% |
Q3 2017 | $555,000 | -5.8% | 19,200 | -7.8% | 0.12% | -14.6% |
Q2 2017 | $589,000 | +49.1% | 20,821 | +44.9% | 0.14% | +32.1% |
Q1 2017 | $395,000 | +74.8% | 14,365 | +66.2% | 0.11% | +45.3% |
Q4 2016 | $226,000 | -0.9% | 8,644 | -6.6% | 0.08% | -23.5% |
Q3 2016 | $228,000 | +8.6% | 9,255 | +5.2% | 0.10% | +7.7% |
Q1 2016 | $210,000 | – | 8,795 | – | 0.09% | – |
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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% |