Summit Global Investments - ISHARES TR ownership

ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 196 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Summit Global Investments ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$464,000
-15.9%
14,589
-10.3%
0.04%0.0%
Q1 2022$552,000
+43.4%
16,269
+49.1%
0.04%
+64.0%
Q4 2021$385,00010,9090.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Blankinship & Foster, LLC 589,743$17,627,0008.56%
Schoolcraft Capital LLC 772,391$23,086,7797.83%
Jordan Park Group LLC 2,637,935$78,848,0006.11%
DB Wealth Management Group, LLC 218,966$6,545,0004.67%
Wealthgate Family Office, LLC 56,290$1,683,0004.48%
Verde Capital Management 277,253$8,287,0004.03%
Avestar Capital, LLC 507,381$15,166,0003.86%
RiverFront Investment Group, LLC 3,059,046$96,349,0003.61%
PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,994,685$59,621,0003.53%
WESCAP Management Group, Inc. 296,511$8,862,0003.39%
View complete list of ISHARES TR shareholders