ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 173 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,469 | +38.7% | 9,916 | +42.9% | 0.17% | +44.9% |
| Q2 2023 | $215,157 | -29.0% | 6,941 | -20.5% | 0.12% | -19.7% |
| Q2 2021 | $303,000 | +5.2% | 8,733 | 0.0% | 0.15% | +0.7% |
| Q1 2021 | $288,000 | +4.0% | 8,733 | -4.1% | 0.15% | -0.7% |
| Q4 2020 | $277,000 | +8.2% | 9,102 | -2.2% | 0.15% | -2.6% |
| Q3 2020 | $256,000 | -8.9% | 9,302 | -8.7% | 0.15% | -17.0% |
| Q2 2020 | $281,000 | -3.8% | 10,193 | -15.4% | 0.18% | -16.9% |
| Q1 2020 | $292,000 | -42.6% | 12,043 | -27.8% | 0.22% | -26.5% |
| Q4 2019 | $509,000 | +4.1% | 16,685 | +2.1% | 0.30% | -4.2% |
| Q3 2019 | $489,000 | +0.4% | 16,338 | +0.1% | 0.31% | -4.6% |
| Q2 2019 | $487,000 | +3.4% | 16,325 | 0.0% | 0.33% | -0.3% |
| Q1 2019 | $471,000 | +7.5% | 16,325 | -3.9% | 0.33% | 0.0% |
| Q4 2018 | $438,000 | -16.7% | 16,986 | -3.3% | 0.33% | -7.6% |
| Q3 2018 | $526,000 | -2.6% | 17,560 | -3.8% | 0.35% | -4.1% |
| Q2 2018 | $540,000 | +0.9% | 18,245 | -2.0% | 0.37% | +1.7% |
| Q1 2018 | $535,000 | -3.8% | 18,615 | -0.7% | 0.36% | -34.5% |
| Q4 2017 | $556,000 | – | 18,745 | – | 0.55% | – |
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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% |