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 | $35,518 | +509.4% | 1,180 | +527.7% | 0.00% | – |
| Q2 2023 | $5,828 | -88.1% | 188 | -89.6% | 0.00% | -100.0% |
| Q4 2022 | $48,936 | +6.4% | 1,812 | +16.5% | 0.00% | 0.0% |
| Q3 2022 | $46,000 | +1433.3% | 1,555 | +1667.0% | 0.00% | – |
| Q2 2022 | $3,000 | -93.8% | 88 | -93.6% | 0.00% | -100.0% |
| Q2 2021 | $48,000 | +6.7% | 1,379 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $45,000 | +7.1% | 1,379 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $42,000 | +2000.0% | 1,379 | +1099.1% | 0.00% | – |
| Q4 2018 | $2,000 | -33.3% | 115 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 115 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | -40.0% | 115 | -37.8% | 0.00% | -100.0% |
| Q1 2018 | $5,000 | +25.0% | 185 | +32.1% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | +100.0% | 140 | +100.0% | 0.00% | – |
| Q3 2017 | $2,000 | -87.5% | 70 | -87.4% | 0.00% | -100.0% |
| Q2 2017 | $16,000 | -68.0% | 555 | -70.9% | 0.00% | -75.0% |
| Q4 2016 | $50,000 | – | 1,907 | – | 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% |