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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $241,000 | -21.0% | 7,564 | -15.7% | 0.41% | +5.4% |
| Q1 2022 | $305,000 | +2.0% | 8,972 | +6.1% | 0.39% | -23.6% |
| Q4 2021 | $299,000 | -14.6% | 8,458 | -16.8% | 0.51% | -15.5% |
| Q3 2021 | $350,000 | -4.9% | 10,166 | -4.4% | 0.61% | -6.6% |
| Q2 2021 | $368,000 | +8.2% | 10,637 | +3.1% | 0.65% | +28.5% |
| Q1 2021 | $340,000 | -69.9% | 10,314 | -72.2% | 0.51% | -50.8% |
| Q4 2020 | $1,129,000 | +12.8% | 37,055 | +2.0% | 1.03% | +8.1% |
| Q3 2020 | $1,001,000 | -12.9% | 36,337 | -12.8% | 0.95% | -13.7% |
| Q2 2020 | $1,149,000 | +21.1% | 41,664 | +6.2% | 1.10% | -18.4% |
| Q1 2020 | $949,000 | -0.9% | 39,217 | +25.0% | 1.35% | +43.4% |
| Q4 2019 | $958,000 | – | 31,385 | – | 0.94% | – |
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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% |