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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $205,000 | -76.5% | 6,443 | -75.3% | 0.16% | -72.4% |
| Q3 2021 | $871,000 | -3.8% | 26,069 | -0.2% | 0.58% | +5.3% |
| Q2 2021 | $905,000 | -8.2% | 26,113 | -19.3% | 0.55% | -32.9% |
| Q4 2020 | $986,000 | -21.9% | 32,373 | -29.2% | 0.82% | -29.2% |
| Q3 2020 | $1,262,000 | 0.0% | 45,743 | 0.0% | 1.16% | 0.0% |
| Q2 2020 | $1,262,000 | -99.9% | 45,743 | -32.7% | 1.16% | -22.6% |
| Q1 2020 | $1,630,044,000 | -12.4% | 67,955 | +11.5% | 1.50% | -7.3% |
| Q4 2019 | $1,860,373,000 | +709966.0% | 60,966 | +689.1% | 1.62% | +998.6% |
| Q1 1987 | $262,000 | – | 7,726 | – | 0.15% | – |
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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% |