ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 197 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,948 | -9.6% | 6,676 | -6.9% | 0.11% | -6.9% |
| Q2 2023 | $222,208 | +7.6% | 7,168 | +2.3% | 0.12% | +5.5% |
| Q1 2023 | $206,585 | -8.6% | 7,010 | +5.2% | 0.11% | -11.3% |
| Q1 2022 | $226,000 | -14.7% | 6,665 | -11.1% | 0.12% | -17.3% |
| Q4 2021 | $265,000 | -1.9% | 7,495 | -4.4% | 0.15% | -6.8% |
| Q3 2021 | $270,000 | +6.7% | 7,844 | +7.5% | 0.16% | +1.9% |
| Q2 2021 | $253,000 | – | 7,294 | – | 0.16% | – |
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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% |