ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 176 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,256,980 | -0.9% | 540,099 | +2.1% | 1.11% | +0.7% |
Q2 2023 | $16,397,504 | +5.8% | 528,952 | +0.5% | 1.10% | -1.8% |
Q1 2023 | $15,503,023 | +25.2% | 526,061 | +14.7% | 1.12% | +16.7% |
Q4 2022 | $12,384,301 | +2.1% | 458,678 | +13.0% | 0.96% | -4.8% |
Q3 2022 | $12,131,000 | +1.7% | 405,839 | +8.2% | 1.01% | +0.7% |
Q2 2022 | $11,933,000 | -2.9% | 375,030 | +3.5% | 1.00% | +2.8% |
Q1 2022 | $12,294,000 | +6.7% | 362,238 | +9.3% | 0.97% | -5.1% |
Q4 2021 | $11,517,000 | -3.7% | 331,338 | -4.7% | 1.02% | +1.8% |
Q3 2021 | $11,963,000 | +3.9% | 347,763 | +5.0% | 1.01% | -1.6% |
Q2 2021 | $11,517,000 | +6.2% | 331,338 | +2.5% | 1.02% | -7.9% |
Q1 2021 | $10,847,000 | +15.5% | 323,220 | +4.8% | 1.11% | -0.9% |
Q4 2020 | $9,394,000 | +37.0% | 308,295 | +24.7% | 1.12% | +19.3% |
Q3 2020 | $6,857,000 | +23.1% | 247,287 | +22.5% | 0.94% | +17.5% |
Q2 2020 | $5,570,000 | +31.8% | 201,833 | +15.6% | 0.80% | -28.0% |
Q1 2020 | $4,227,000 | -17.6% | 174,605 | +3.9% | 1.11% | -14.7% |
Q4 2019 | $5,129,000 | +1.3% | 168,077 | -0.6% | 1.30% | -6.1% |
Q3 2019 | $5,064,000 | +58.6% | 169,127 | +57.9% | 1.39% | +27.7% |
Q2 2019 | $3,193,000 | -5.1% | 107,080 | -8.2% | 1.09% | -5.8% |
Q1 2019 | $3,366,000 | +14.6% | 116,625 | +2.5% | 1.15% | +7.1% |
Q4 2018 | $2,936,000 | -0.7% | 113,792 | +8.0% | 1.08% | -6.3% |
Q3 2018 | $2,957,000 | – | 105,391 | – | 1.15% | – |
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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% |