ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 448 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LVW Advisors, LLC | 1,478,051 | $52,552,102 | 7.68% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 542,708 | $19,295,986 | 7.51% |
| Blankinship & Foster, LLC | 800,962 | $28,478,190 | 7.34% |
| Schoolcraft Capital LLC | 863,409 | $30,698,496 | 6.59% |
| FIRST INTERSTATE BANK | 2,460,127 | $87,469,822 | 5.81% |
| Verde Capital Management | 500,246 | $17,786,254 | 5.65% |
| Crumly & Associates Inc. | 521,297 | $18,534,717 | 5.34% |
| Avid Wealth Partners LLC | 189,533 | $6,738,846 | 5.24% |
| Quotient Wealth Partners, LLC | 4,082,428 | $145,150,726 | 5.08% |
| Wealthgate Family Office, LLC | 56,290 | $2,001,395 | 4.92% |