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 | $135,300 | -99.4% | 4,495 | -98.0% | 0.00% | -100.0% |
| Q2 2023 | $21,214,733 | +19946.6% | 221,125 | +6057.8% | 0.08% | – |
| Q1 2023 | $105,827 | -76.6% | 3,591 | -78.5% | 0.00% | -100.0% |
| Q4 2022 | $451,521 | +720.9% | 16,723 | +812.3% | 0.00% | – |
| Q3 2022 | $55,000 | -9.8% | 1,833 | -3.9% | 0.00% | – |
| Q2 2022 | $61,000 | – | 1,908 | +47600.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 4 | -97.3% | 0.00% | – |
| Q3 2021 | $5,000 | -99.9% | 150 | -99.9% | 0.00% | -100.0% |
| Q2 2021 | $5,358,000 | -0.5% | 154,667 | -5.3% | 0.06% | -28.2% |
| Q1 2021 | $5,386,000 | +230.4% | 163,370 | +205.3% | 0.08% | +269.6% |
| Q4 2020 | $1,630,000 | +81400.0% | 53,508 | +74216.7% | 0.02% | – |
| Q1 2020 | $2,000 | – | 72 | – | 0.00% | – |
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% |