ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 210 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,453,224 | +38.9% | 912,066 | +43.1% | 0.11% | +37.7% |
| Q2 2023 | $19,764,150 | +1382008.4% | 637,552 | +1213.1% | 0.08% | +1183.3% |
| Q1 2023 | $1,430 | +35.4% | 48,554 | +24.1% | 0.01% | +20.0% |
| Q4 2022 | $1,056 | -99.9% | 39,125 | +17.1% | 0.01% | 0.0% |
| Q3 2022 | $998,000 | -7.6% | 33,420 | -1.6% | 0.01% | -16.7% |
| Q2 2022 | $1,080,000 | +33.3% | 33,953 | +42.0% | 0.01% | +50.0% |
| Q1 2022 | $810,000 | +1.1% | 23,905 | +5.3% | 0.00% | 0.0% |
| Q4 2021 | $801,000 | +12.0% | 22,694 | +9.1% | 0.00% | 0.0% |
| Q3 2021 | $715,000 | +333.3% | 20,809 | +334.1% | 0.00% | +300.0% |
| Q2 2021 | $165,000 | +79.3% | 4,794 | +70.4% | 0.00% | 0.0% |
| Q1 2021 | $92,000 | +1050.0% | 2,814 | +938.4% | 0.00% | – |
| Q4 2020 | $8,000 | -86.2% | 271 | -85.8% | 0.00% | -100.0% |
| Q4 2019 | $58,000 | – | 1,909 | – | 0.00% | – |
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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% |