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 | $866,075 | -84.7% | 28,773 | -84.2% | 0.05% | -83.6% |
| Q2 2023 | $5,655,000 | +6.9% | 182,419 | +1.9% | 0.29% | +3.9% |
| Q1 2023 | $5,291,002 | -62.2% | 179,091 | -65.5% | 0.28% | -66.9% |
| Q4 2022 | $14,010,966 | +949.5% | 518,925 | +1062.1% | 0.85% | +815.1% |
| Q3 2022 | $1,335,000 | -22.6% | 44,654 | -17.6% | 0.09% | -28.5% |
| Q2 2022 | $1,725,000 | -90.1% | 54,200 | -89.5% | 0.13% | -90.7% |
| Q1 2022 | $17,498,000 | +170.4% | 515,557 | +181.5% | 1.40% | +172.6% |
| Q4 2021 | $6,470,000 | -34.5% | 183,136 | -36.2% | 0.51% | -36.3% |
| Q3 2021 | $9,873,000 | -2.0% | 287,086 | -1.3% | 0.81% | -2.5% |
| Q2 2021 | $10,079,000 | +26.5% | 290,957 | +20.4% | 0.83% | +16.3% |
| Q1 2021 | $7,968,000 | +125.2% | 241,672 | +108.1% | 0.71% | +108.8% |
| Q4 2020 | $3,538,000 | +74.0% | 116,132 | +57.3% | 0.34% | +55.7% |
| Q3 2020 | $2,033,000 | +1.5% | 73,805 | +1.7% | 0.22% | -16.7% |
| Q2 2020 | $2,003,000 | +1502.4% | 72,595 | +1306.1% | 0.26% | +1215.0% |
| Q1 2020 | $125,000 | -95.6% | 5,163 | -94.5% | 0.02% | -96.0% |
| Q4 2019 | $2,842,000 | +18846.7% | 93,136 | +18985.2% | 0.50% | +24700.0% |
| Q3 2019 | $15,000 | -99.4% | 488 | -99.4% | 0.00% | -99.5% |
| Q2 2019 | $2,585,000 | +258400.0% | 86,700 | +376856.5% | 0.41% | – |
| Q1 2019 | $1,000 | -97.8% | 23 | -98.7% | 0.00% | -100.0% |
| Q4 2018 | $45,000 | -96.4% | 1,755 | -95.8% | 0.01% | -97.6% |
| Q3 2018 | $1,255,000 | – | 41,904 | – | 0.42% | – |
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% |