ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 196 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $211,000 | -9.8% | 6,624 | -3.9% | 0.05% | 0.0% |
| Q1 2022 | $234,000 | -14.3% | 6,893 | -10.9% | 0.05% | -14.3% |
| Q4 2021 | $273,000 | +2.6% | 7,735 | -0.1% | 0.06% | -11.3% |
| Q3 2021 | $266,000 | -15.3% | 7,744 | -14.5% | 0.07% | -16.5% |
| Q2 2021 | $314,000 | -4.3% | 9,057 | -8.8% | 0.08% | -13.3% |
| Q1 2021 | $328,000 | +3.1% | 9,934 | -4.8% | 0.10% | -5.8% |
| Q4 2020 | $318,000 | +13.2% | 10,433 | -1.3% | 0.10% | -1.9% |
| Q3 2020 | $281,000 | -32.9% | 10,568 | -30.5% | 0.11% | -37.6% |
| Q2 2020 | $419,000 | +6.9% | 15,201 | -1.1% | 0.17% | -1.2% |
| Q1 2020 | $392,000 | -54.6% | 15,368 | -45.7% | 0.17% | -45.7% |
| Q4 2019 | $864,000 | +29.3% | 28,318 | +27.0% | 0.32% | -39.2% |
| Q3 2019 | $668,000 | +31.2% | 22,300 | +30.6% | 0.52% | +27.1% |
| Q2 2019 | $509,000 | +115.7% | 17,069 | +109.1% | 0.41% | +104.0% |
| Q1 2019 | $236,000 | – | 8,162 | – | 0.20% | – |
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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% |