ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 227 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $918,987 | -0.9% | 30,531 | +2.1% | 0.64% | -2.1% |
| Q2 2023 | $927,285 | +9.6% | 29,912 | +4.2% | 0.66% | +7.5% |
| Q1 2023 | $846,361 | +10.7% | 28,719 | +1.5% | 0.61% | +9.7% |
| Q4 2022 | $764,246 | +7.0% | 28,305 | +18.5% | 0.56% | -1.4% |
| Q3 2022 | $714,000 | -2.6% | 23,888 | +3.7% | 0.56% | +6.4% |
| Q2 2022 | $733,000 | -54.2% | 23,036 | -51.2% | 0.53% | -50.0% |
| Q1 2022 | $1,601,000 | -2.8% | 47,171 | +1.2% | 1.06% | +7.0% |
| Q4 2021 | $1,647,000 | +4.8% | 46,628 | +2.1% | 0.99% | +2.6% |
| Q3 2021 | $1,571,000 | +0.6% | 45,688 | +1.4% | 0.96% | +1.7% |
| Q2 2021 | $1,561,000 | +4.5% | 45,056 | -0.6% | 0.95% | -2.1% |
| Q1 2021 | $1,494,000 | +2.9% | 45,309 | -4.9% | 0.97% | -4.8% |
| Q4 2020 | $1,452,000 | -2.0% | 47,651 | -11.4% | 1.02% | -3.3% |
| Q3 2020 | $1,481,000 | -7.4% | 53,787 | -7.2% | 1.05% | -12.8% |
| Q2 2020 | $1,599,000 | +18.0% | 57,932 | +3.5% | 1.21% | +4.8% |
| Q1 2020 | $1,355,000 | -52.2% | 55,960 | -39.8% | 1.15% | -37.2% |
| Q4 2019 | $2,835,000 | – | 92,894 | – | 1.83% | – |
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% |