ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 176 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,405,000 | +5.7% | 75,589 | +12.7% | 1.65% | +17.2% |
| Q1 2022 | $2,276,000 | +13.0% | 67,073 | +17.6% | 1.41% | +12.9% |
| Q4 2021 | $2,015,000 | +7.2% | 57,030 | +4.4% | 1.25% | -9.9% |
| Q3 2021 | $1,879,000 | +9.9% | 54,649 | +10.8% | 1.39% | +74.2% |
| Q2 2021 | $1,709,000 | +186.7% | 49,331 | +172.7% | 0.80% | +143.4% |
| Q1 2021 | $596,000 | – | 18,090 | – | 0.33% | – |
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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% |